Description
Regularly performing quality reviews on all client financial documents to ensure accuracy is vital: as such, MD Financial Management is seeking to hire a Client Reporting Coordinator for our Ottawa based team.
A major component of this role is to continuously monitor and evaluate system changes to ensure compliance with regulatory changes and to improve the client experience without diminishing efficiencies.
What will you have the opportunity to do in this role?
The Client Reporting Coordinator is responsible for efficient, accurate and timely production of all client financial mailings, specifically trade confirmations, client statements, tax receipts, dealers' reports, and fee processing.
Your success will be based on:
- Your desire to deliver excellent customer service (to enable you to assume ownership over the entire process and issues, which includes ensuring all pre-production tasks are completed while communicating expectations and timelines with all necessary business partners)
- Your ability to confidently work independently and resolve production issues
- Your coordination skills to manage issues with Technology and third party vendors (to schedule, initiate and monitor processing of tasks, while ensuring production efforts remain on schedule)
- Your diligence in ensuring client reporting procedures are kept up-to-date on an ongoing basis, answering related inquiries from the sales force and escalating those issues that require further direction from management, with recommended course of action for satisfactory resolution
What experience will allow you to have the greatest impact in this role?
- University degree or college diploma preferably in a business program
- 2-3 years' experience in the Financial Services Industry and/or excellent knowledge of mutual funds, equities and fixed income products, retirement savings and income plans, and non-registered accounts
- Preferred knowledge of Canadian tax reporting regulations
- Ability to evaluate various technical requirements and communicate needs succinctly to required stakeholders is crucial
- Completion of or enrolment in the Canadian Securities Course (CSC) is strongly preferred
- Bilingualism is an asset
How do you get your chance to join?
Apply now by using the 'Apply Now' button, attaching your most updated resume and a customized cover letter. We thank you for your interest, but only selected applicants will be contacted.
By applying to this position you are confirming you possess either a Canadian citizenship, permanent resident status or work permit