Dealer Services Coordinator

Lysander Funds Careers

Job Location:

Toronto - Canada

Monthly Salary: $ 60000 - 75000

Posted on: 5 days ago

Vacancies: 1 Vacancy

Job Summary

Lysander Funds is an independent Investment Fund Manager headquartered in Toronto Ontario with regional offices in Montreal and Vancouver. We offer investment products to financial advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work honesty and flexibility.

We are seeking a Dealer Services Coordinator to join our team reporting to the Associate Vice-President Dealer Services. This role involves working closely with internal teams and external stakeholders including Operations Fund Administrators and Dealer back offices to support the monitoring and execution of a wide range of Dealer requests.

This is a new fulltime inoffice position based in Toronto with an expected annual compensation range of $60000$75000 commensurate with experience and qualifications.

Responsibilities:

Be first point on contact for client service inquiries such as account and trade-related requests
Coordinate the execution of Dealer requests with Fund Administrators including quality control of their processing
Monitoring progress managing risks and ensuring key stakeholders are kept informed of Dealer requests
Work through large volumes of Dealer requests during tax season (i.e. slip duplication fulfillment answering tax-related inquires etc.)
Participate in and contribute to project and team meetings interacting and collaborating with team members and service providers

Qualifications:

Excellent verbal and written communication skills;
Undergraduate university degree (focus on Finance or Commerce an asset);
Previous experience (1-2 years) working in Financial Services preferred (experience in Asset Management an asset);
Completed or working towards additional accreditations such as CSC CIM;
Strong analytical skills and attention to detail;
Strong interpersonal skills; ability to build and maintain meaningful relationships with all stakeholders;
Above average proficiency with MS Excel and PowerPoint;
Ability to manage multiple tasks and to prioritize;
Ability to work quickly and accurately in a fast-paced environment;
Bilingualism in French/English) is considered an asset;
Proven ability to work independently as well as part of a team.

Whats in it for you

Work in a dynamic collaborative progressive and high-performance team
Engage with leaders who support your development through coaching and learning opportunities

Lysander Funds is proud to be an Equal Opportunity and Affirmative Action Employer.

We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance please send an email with your request to . Your information will be treated as confidential.

We sincerely thank all applicants for their interest however only those in consideration for the opportunity will be contacted.

Required Experience: