senior financial professional, investment services - Toronto - beBeeFundAccountant

Company Description · Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aim ...

Who we are looking for · The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates, management of the client relationships and acting as a point of escalation for the team on any technical issues. They will ensure that policies ...

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing histo ...

Company Description · Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aim ...

The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates, management of the client relationships and acting as a point of escalation for the team on any technical issues. · ...

+We are looking for someone to oversee the Transfer Agency client service team of Associates and manage client relationships. · +Day-to-day supervision of the Transfer Agency Associate 1s and Associate 2s ensuring daily, weekly and monthly deliverables are met in accordance with ...

The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates. · They will ensure that policies and procedures are followed and that best practices are applied. They will continuously look for enhancements to create greater effici ...

The Municipal Finance Officer's Association is seeking a Summer Intern to assist with the development of various initiatives related to MFOA and ONE Investment. · Assist with organization of the Ontario Municipal Investment Symposium and compilation of data and analysis of munici ...

The Municipal Finance Officer's Association (MFOA) is seeking an Investment Services intern. · ...

Manage direct and monitor the activities of a unit of investment fund services to ensure deadlines are met and accuracy is maintained by working with the unit's management team to coordinate resources and workflows. · ...

· Oversees and provides overall direction to a large team within Investment Fund Services. · The Manager will work closely with the business teams to deliver exceptional technology solutions and services that exceed client expectations. ...

+This role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team. As an Investment Services Representative, you provide clients with helpful and engaging professional efficient and knowledgeable service over the phone or through electronic commun ...

+We are seeking a Property Accountant to join our dynamic Property Accounting team located in Downtown Toronto. · + · +Work with the full accounting cycle, including daily bank reconciliation, journal entries, general ledger, recovery, accounts payable, accounts receivable... · ...

We partner for positive impact to improve the lives of our clients and colleagues, · and together better our communities and society. · You could say we're at the center of the center. · The Service Specialist II will provide solutions in response to incoming telephone calls and ...

You could say we're at the center of the center. · Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. · We support our clients, branch teams and headquarter associates in providing the best possible experience. ...

Epic is seeking a Coordinator, Human Resources & Payroll to fill an existing vacancy at the Toronto Head Office. · Talent Acquisition · ...

The Research Analyst will support the execution of projects, events and the development and growth of talent in the community to retain and attract business investment and job creation. · Project Execution: Support the planning and implementation of projects and events that showc ...

This internship involves supporting projects and events to retain and attract business investment in Brampton. Responsibilities include project execution, business visits, communications initiatives, coordination and administration. · ...

The Research Analyst will support the execution of projects, events and the development and growth of talent in the community to retain and attract business investment and job creation. · ...

We are looking to hire a Senior Manager to help deliver high-touch service to our multi-family office clients. · The successful candidate will act as a wealth and investment consulting expert to Ultra high net worth clients and their families; · ...

The Tangerine Advisor will help Canadians live better lives by providing exceptional investment advice and servicing. They will respond to client inquiries via phone or email and report directly to the Manager of Tangerine Investments. · ...