Job Description

Fund Administration Specialist - RESP

Employment Type:

Non-Permanent

Address

30 Adelaide Str, East

Toronto, Ontario, M5C 3G9

Canada

Who we are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are 50/50 joint ventures between Boston-based State Street Corporation, one of the world's leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We'll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you'll be able to realize your full potential.

Role Overview

The Fund Admin Specialist primary focus is to strive towards effective delivery commitments to our clients. The incumbent's main objectives will be to develop a positive client experience by understanding and responding to our clients' enquiries professionally and accurately. As the primary point of contact for our clients, the Fund Admin Specialist must provide exemplary customer service as well and recognize opportunities to proactively position IFDS' services to meet and exceed our clients' needs.

Role Responsibilities

1. Actively and effectively manages the day-to-day customer service delivery model for assigned clients:

Execute all trade instructions for routine transactions; able to execute all steps of the processing lifecycle, comprising of all work types for routine transactions Be the subject matter expert for RESP accounts and trades related to RESP products, as well as IFDS' services, products, policies and procedures pertaining to the team's accountable transactions Manage support line for offshore processing support calls and emails, provide resolution pertaining to account and fund information, issue resolution trade details and review/signoff of reports Liaise with internal teams to facilitate client service requirements Participates in special projects as assigned

2. Identifies issues that may require additional resources / subject matter expertise and escalating accordingly

Take ownership of specific requests/issues to ensure end to end support is followed Ensure timely resolution of escalations, sensitive issues or requests are processed meeting SLA's and in good order Making recommendations to enhance and support needs of the business

Minimum Qualifications

Critical Requirements:

RESP knowledge Ability to learn complex concepts in a short period of time Previous experience in a service oriented environment; strong client focus Excellent interpersonal skills Solid written and verbal communication skills Ability to communicate complex business and technical concepts plainly and simply Very strong ability to organize and prioritize work. Ability to work on multiple and changing priorities within specified timeframes Able to co-ordinate and operate in occasionally stressful situations in resolving the client's issues Team Player, able to work in a team environment with shared goals and accountabilities Highly analytical with a high degree of attention to detail to ensure 100% accuracy on all transactions Strong research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems Systematically researches information and explores alternatives to solve problems Understands the business impact of escalated incidents and service requests Positive impact - performs in a manner that makes a strong positive impression on others; e.g., high energy level, a problem-solving approach, and the ability to act with a sense of urgency when the situation demands it Willingness to work in an environment with flexible schedules that is driven by client commitments and high volumes


IMPORTANT:

Relationship builder - constructs, maintains, nourishes relationships with all stakeholders 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 Demonstrated process improvement capability


BENEFICIAL:

Knowledge of iFAST Desktop system, iFAST Base & Surround Products Solid knowledge of RESP accounts and experience in processing Knowledge of Financial Mutual Fund Record Keeping Systems and Transfer Agency operations business process Knowledge of the mutual fund processing and the administrative back-office Bilingual English/French both oral and written is a definite asset Post-secondary education in a related discipline Processing and/or quality control experience on iFAST IFIC Operations and Procedures course an asset Microsoft applications

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.