We are seeking a Financial Processing Administrator to join our Back Office Operations team. This role will support our client's high-net-worth product lines by reviewing and processing mutual fund transactions with precision and efficiency. The ideal candidate is detail-oriented, proactive, and thrives in a structured environment.
Your future duties and responsibilities:• Review, process, and verify mutual fund transactions for high-net-worth clients.
• Ensure compliance with internal controls, regulatory requirements, and operational procedures.
• Collaborate with internal teams to resolve transaction discrepancies and provide clear documentation.
• Contribute to process improvement initiatives to enhance operational efficiency.
• Provide backup support to team members as required, ensuring continuity of service.
Education & Certifications:
• Bachelor's degree in business, finance, accounting, or a related field (required).
• Completion of IFIC or Canadian Securities Course (preferred/asset).
Experience & Knowledge:
• Minimum of 2 years’ experience in financial services, back-office operations, or fund administration.
• Knowledge of mutual fund operations, investment products, and financial industry processes (plan types, tax rules, trade types) is an asset.
Skills & Competencies:
• High degree of accuracy and attention to detail, able to process large volumes of transactions with minimal errors.
• Strong problem-solving and critical thinking skills.
• Excellent interpersonal and communication skills (written and verbal).
• Ability to work within a structured environment while identifying opportunities for process improvement.
• Adaptable, willing to assist and back up other team members as needed.
Personal Attributes:
• Team-oriented with a focus on service excellence.
• Proactive learner with a desire to expand knowledge of financial products and processes.
• Professional, reliable, and motivated to contribute to both individual and team success.
Why Join Us:
• Opportunity to work with a leading global asset management client.
• Exposure to high-net-worth client transactions and complex financial products.
• Supportive and collaborative team environment with opportunities for growth.
Together, as owners, let’s turn meaningful insights into action.
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.
Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team—one of the largest IT and business consulting services firms in the world.