Back Office Team Leader (Financial)

Position Description:

The Back Office Team Leader is responsible for overseeing the daily operations of the financial back-office team ensuring accurate timely and compliant processing of transactions. This role combines team leadership process management and compliance oversight ensuring that operational goals are met while fostering a collaborative and high-performing team environment. The Team Leader plays a key role in driving efficiency mentoring staff and supporting continuous process improvement initiatives.

Your future duties and responsibilities:

Lead coach and supervise the back-office team to ensure accurate and efficient financial operations.
Monitor daily workflows ensuring all transactions comply with internal policies industry standards and regulatory requirements.
Review and validate complex or high-value transactions resolving discrepancies promptly.
Support process improvement initiatives to enhance operational efficiency and reduce risk.
Maintain clear and accurate documentation for audit and compliance purposes.
Collaborate with other departments to address escalations and ensure smooth operational flow.
Develop team members skills through training feedback and performance management.
Provide regular reports to management on team performance metrics and operational issues.
Foster a culture of accountability service excellence and continuous learning.

Required qualifications to be successful in this role:

Education & Certifications:
Bachelors degree in business finance accounting or a related field (required).
Professional certifications (e.g. IFIC Canadian Securities Course CPA) are an asset

Experience:
Minimum of 46 years of experience in financial services wealth management or back-office operations.
Prior experience in a supervisory or team leader role preferred.
Strong knowledge of financial products mutual fund operations and regulatory compliance.

Skills & Competencies:
Strong leadership and people management skills.
High degree of accuracy attention to detail and ability to work under pressure.
Excellent problem-solving decision-making and critical thinking abilities.
Strong interpersonal and communication skills capable of collaborating across teams.
Ability to analyze workflows and implement process improvements.
Adaptable and proactive in managing team workload and operational challenges.

General Qualifications:
Good communication skills.
Willingness to work on a night-shift schedule.
Full commitment to 100% onsite work.
Flexibility to be assigned in McKinley Taguig.

Personal Attributes:
Team-oriented and motivating fostering a positive and productive work environment.
Professional reliable and committed to operational excellence.
Proactive learner continuously expanding knowledge of financial products and processes.

Why Join Us:
Lead a dynamic team in a fast-paced financial back-office environment.
Develop your leadership skills while contributing to operational efficiency and process improvements.
Work in a collaborative environment with opportunities for growth and professional development.

Skills:

• Asset Management
• Insurance
• Investment Management
• Wealth Management

What you can expect from us:

Together as owners lets turn meaningful insights into action.

Life at CGI is rooted in ownership teamwork respect and belonging. Here youll 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. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.

Your work creates value. Youll 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.

Youll shape your career by joining a company built to grow and last. Youll 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 teamone of the largest IT and business consulting services firms in the world.