Operations Associate - Entitlements

Job Description

Operations Associate - Entitlements:
On behalf of our Banking client, Procom is searching for an Operations Associate - Entitlements for a 3-month role. This position is a hybrid position with 3-4 days onsite at our client’s Toronto office.

Operations Associate - Entitlements - Job Description:
The Operations Associate - Entitlements will focus on processing client requests related to entitlement functions, ensuring timely reconciliation of funds. The role involves analyzing workflow processes to enhance operational efficiencies and mitigate risks, as well as maintaining robotic process automations.

Operations Associate - Entitlements - Responsibilities:
• Processing client requests related to entitlement functions, prioritizing immediate resolution.
• Analyzing workflow processes to identify and implement operational efficiencies and risk mitigation.
• Maintaining and troubleshooting robotic process automations.
• Receiving and sending funds for client allocations both externally and internally.
• Liaising with business/operations partners and tracking/testing tax imputes as required.
• Timely reconciliation and resolution of outstanding funds.

Operations Associate - Entitlements - Mandatory Skills:
• Exceptional proficiency in Microsoft Excel and Word.
• Previous banking experience is a must.
• Intermediate to advanced proficiency in Microsoft applications.
• Strong problem-solving skills and willingness to take on extra initiatives.
• Excellent organizational and time management skills.
• Strong communication and analytical skills.
• Risk management and mitigation focus mindset.

Operations Associate - Entitlements – Nice-to-Have Skills:
• Completion of Canadian Securities Course (CSC).
• Knowledge of Wealth Management systems (Broadridge/On Demand/Client Source).
• Advanced knowledge of Microsoft Access with VBA writing knowledge.

Operations Associate - Entitlements – Assignment Length:
This is a 3-month contract position.

Operations Associate - Entitlements - Start Date:
ASAP.

Operations Associate - Entitlements - Assignment Location:
Toronto, Ontario, Canada. This is a hybrid position with 3-4 days onsite required.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.