The role involves managing estate settlements, preparing tax documents, assisting clients, and ensuring compliance with regulations. Collaboration and proactive problem-solving are essential.

The role involves processing daily transfers, managing escalated situations, and providing operational support in a collaborative, client-focused environment.

The role involves processing registered plan requests, ensuring compliance with regulations, conducting audits, and collaborating with client account teams. Strong client service orientation and organizational skills are essential.

The Bilingual Estates Administrator manages estate settlements and tax reporting, collaborates with teams, and maintains client-focused service excellence.

The Bilingual Reconciliations Administrator completes reconciliations and reporting for various business lines, ensuring all exceptions are reviewed and resolved according to internal and regulatory deadlines, while collaborating with internal and external teams.

The Bilingual Transfers Administrator processes transfer requests, manages the transfers mailbox, tracks transfer status, and provides operational support while collaborating with the team to achieve goals.

The role involves performing reconciliations and producing reports within deadlines, identifying exceptions, and collaborating with internal and external teams to resolve issues.

The Learning & Development Specialist will facilitate training programs, design new initiatives, assess training needs, and improve learning effectiveness.

The Settlements Administrator supports trade transactions in the securities industry, ensuring timely settlement and accuracy. Responsibilities include balancing reports, interacting with brokers, and maintaining trade records.

The Senior Treasury Analyst will manage treasury operations including cash management, reporting, modeling, and investment compliance while collaborating with stakeholders.

The Knowledge Management Specialist is responsible for creating and maintaining the knowledge management database, collaborating with stakeholders to improve service quality, and ensuring access to necessary resources for client service teams.

The HR Reporting & Systems Analyst will design and maintain complex employee data reports using Workday, providing strategic HR insights and support for data validation and integration.

The Senior Internal Auditor will lead audit engagements, evaluate internal controls, and provide recommendations to enhance the organization's risk management and governance processes.

The Trade Services Administrator processes and settles mutual fund trades and GICs, addresses trade corrections, and ensures compliance with regulatory standards.

The Senior Director is responsible for driving the growth of the Insurance line through strategic initiatives, team leadership, B2B partnerships, and development programs, while ensuring regulatory compliance and high service standards.

The Azure Systems Administrator will lead the design and automation of Azure infrastructure, ensure platform reliability, manage API solutions, and enforce governance and security standards.

The Manager, HR Operations oversees HR processes, ensuring operational excellence and best practices while leading a team to enhance the employee experience.

The Portfolio Services Representative provides operational support for Separately Managed Account programs, ensuring outstanding service and compliance in managing client inquiries and account administration.

The Senior Transfers Administrator processes and approves financial transfers, mentors staff, manages escalated issues, and ensures compliance with policies and regulations.

The Insurance Case Coordinator manages insurance operations, serves as a point of contact for advisors, and ensures accurate case processing, including data entry and communication with insurance companies.