Senior Back Office Specialist (Financial)

Position Description:

We are seeking a Financial Processing Administrator to join our Back Office Operations team. This role will support our clients 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.

Required qualifications to be successful in this role:

Education & Certifications:
Bachelors 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.

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.