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Reposted YesterdaySaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Bilingual Supervisor, Transfers will oversee the Transfers Team, manage staffing, and ensure operational standards are met, focusing on performance and process improvements.
Top Skills: AccessExcelMicrosoft WordOutlook
Reposted YesterdaySaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Supervise the account management team, ensure compliance with regulatory requirements, provide training, and maintain service quality in operations.
Top Skills: AccessExcelMs WordOutlook
Reposted YesterdaySaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Bilingual Supervisor, New Accounts supervises account management operations, ensuring compliance and providing guidance to staff while maintaining service excellence.
Top Skills: AccessExcelMs WordOutlook
Reposted YesterdaySaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The bilingual transfer supervisor is responsible for overseeing the transfer team, managing workloads, and ensuring deadlines are met, alongside recruiting, training, and mentoring staff.
Top Skills: AccessExcelMs WordOutlook
3 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Director, ACP Operations is responsible for leadership and management of the New Accounts and Transfers Operations teams, ensuring alignment with business strategies and goals while fostering positive relationships with internal and external partners.
Top Skills: A$MAtonCdsCorporate ActionsDtcFundservSettlementsTrading
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Reposted 3 Days AgoSaved
In-Office
Toronto, ON, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Analyst will oversee external manager research and ensure consistent alpha generation within the MAP program, leveraging data analysis for actionable investment insights.
Top Skills: BloombergEvestmentExcelFactsetMorningstar DirectMS OfficeRefinitiv
5 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Estates Administrator prepares, settles, and files estate accounts, manages inquiries, collaborates with teams, and ensures compliance with regulatory changes.
Top Skills: DataphileExcelOutlookWord
Reposted 5 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Transfers Administrator processes daily transfer requests, monitors the mailbox, tracks initiated transfers, and provides operational support to ensure accurate and timely transfers in a collaborative environment.
Top Skills: DataphileUniveris
Reposted 6 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Portfolio Services Representative provides operational support for Separately Managed Account programs, ensuring outstanding service and compliance in managing client inquiries and account administration.
Top Skills: Financial Services SoftwareMS Office
6 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Investment Representative provides exceptional customer service by responding to inquiries, managing order flow, resolving issues, and staying informed about market trends to support clients effectively.
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