Financial Service Representative - Toronto, Canada - CGI

CGI
CGI
Verified Company
Toronto, Canada

1 week ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description
We are currently seeking a Financial Processing Administrator to join our Operations team. Working closely with our client, Financial Processing Administrators work specifically on the Assante Private Portfolios (APP) product. APP is a high advice, highly managed product with active asset mix maintenance. The Administration team is responsible for accurately administering a wide variety of transactional activities on-behalf of our clients.
Insights you can act on


While technology is at the heart of our clients' digital transformation, we understand that people are at the heart of business success.


When you join CGI, you become a trusted advisor, collaborating with colleagues and clients to bring forward actionable insights that deliver meaningful and sustainable outcomes.

We call our employees "members" because they are CGI shareholders and owners and owners who enjoy working and growing together to build a company we are proud of.

This has been our Dream since 1976, and it has brought us to where we are today — one of the world's largest independent providers of IT and business consulting services.

At CGI, we recognize the richness that diversity brings. We strive to create a work culture where all belong and collaborate with clients in building more inclusive communities. As an equal-opportunity employer, we want to empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.

Ready to become part of our success story? Join CGI — where your ideas and actions make a difference.
Your future duties and responsibilities

  • Review all client requests for completeness and accuracy
  • Process nonfinancial and financial updates on client accounts via our inhouse workflow system and industrywide platforms (ex. Fundserv)
  • Assist with automation efforts to streamline operations
  • Ensure high accuracy through quality control efforts
  • Engage in a team atmosphere through remote technology (ex. Microsoft Teams)
  • Undergo ongoing training to ensure knowledge is uptodate and relevant
LI-AV1
Required qualifications to be successful in this role

  • Bilingual is mandatory
  • Financial Services Industry experience an asset
  • Postsecondary degree
  • High degree of accuracy and attention to detail
  • Commitment to continual learning
  • Excellent interpersonal and communications skills, both written and verbal
  • Mutual Fund knowledge would be an asset
  • IFIC or Canadian Securities Course would be an asset
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