Distribution Co-ordinator at International Financial Data Services (Canada)

Toronto, ON

About the Job

Distribution Co-ordinator

Part-Time

Department: Transaction Services (820)


30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada

Number of Positions: 1

Job Description:

• Scans, indexes and archives incoming mail from clients in accordance with established productivity and quality standards
• Classify all incoming work, by analyzing all types of incoming documents and identify client environment, transaction type, SIN, accounts etc
• Special statement handling by faxing, emailing and mailing out based on procedures
• Prepare and coordinate storage for IFDS client daily work
• Record Sort and deliver all incoming/outgoing mail, and interoffice mail including items which require special handling
• Processes & reconciles daily incoming investment cheques for deposit deposits
• Mail out daily outgoing cheques based on provided instructions
• Mail out bi-weekly, monthly commission, trailer and dividend cheques based on provide instructions when funding is provided
• Process and complete daily work based on instructions provided through transaction processing
• Being able to lift up to 50 pound boxes for Recall storage and deliveries within organization
• Follow all department and tasks procedures 100% of the time to attain all audit requirements and to secure the integrity of client work



Minimum Qualifications:

• General Mutual Fund knowledge
• Knowledge of general mail processing procedures
• Ability to lift boxes of forms/mail (weighing approximately 35-50 pounds)
• Knowledge of fund procedures and Canadian Federal regulations in order to sort transactions accurately and communicate with internal clients
• Customer service oriented - tact/diplomacy skills are required when interfacing with different departments and team members. Seeks information about the real and underlying needs of clients and team members
• Attention to detail
• Team Builder – creates environments to sustain highly motivated staff.
• Ability to multi-task – adjust to multiple demands, shifting priorities, and ongoing change
• Strong analytical skills – being to retrieve required information for many lengthy incoming documents
• Takes a logical approach to analyzing problems. Systematically researches information and explores alternatives to solve problems
• Strong organizational skills
• Prioritization – ability to organize workflow in order to accomplish multiple and changing priorities within specified timeframes
• Relationship builder – constructs, maintains, nourishes relationships with all stakeholders and creates an environment to sustain high motivation within team
• Proactive in acquiring information to develop new skills to improve job performance. Grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner
• Excellent written and verbal communication skills

Important:
• Experience with MS Office applications (Excel, Word and Access)
• Excellent Communication Skills combined with interpersonal and negotiation skills
• Organizational skills
• Analytical skills
• Problem-solving skills
• Highly self-motivated
• Flexibility of working hours and potential to work various shifts

Beneficial:
• Knowledge of iFast and AWD
• Experience working in an investment funds industry back-office processing operations
• IFIC Operations certificate



Enter your email address and receive more jobs like this
Apply Continue to Apply By continuing you agree to Monster's Privacy Policy, Terms of Use and use of cookies.
Email this job
Email this job
Note: Email addresses will only be used for mail delivery of this job.