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Job Description
This job is responsible for independently processing complex transactions supporting the movement of account assets and other fulfillment processing. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives and preparing executive-level reports and presentations.
Responsibilities
Working as a team leader, this position is responsible for ensuring the day to day operations of the team run smoothly which results in the timely and accurate settlement of financial products for Merrill Lynch Canada Inc. The team lead will report to the department manager and be responsible for ensuring controls, regulations and procedures are followed and working effectivity
Provide technical expertise and guidance to other associates in relation to data processed in the area. Leveraged knowledge from other roles, including desire to grow beyond the Lead role. Participate in the daily activities of the settlements area, monitoring workflow and supporting associate needs. Work with the department, leveraging the team, to identify opportunities to make processing flows more efficient. Create, document, and implement technical solutions. Is ready and willing to work on projects whether they are scheduled or adhoc. Problem resolution: Identify, investigate and devise corrective action. Works well under pressure with daily deadline
Proven organizational and time management skills. Ability to work in a fast paced, deadline-oriented environment. Strong interpersonal skills to manage your relationships within custodian, and internal & external client
Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk
Drives execution of complex financial and non-financial client transactions
Supports process improvements, requirements, and initiatives across multiple stakeholders
Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards
Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
Reviews and updates written procedures to ensure accuracy
Supports operational team projects and production of executive-level reports and presentations for senior management as needed
Requirements
Three to five years of experience within Operations environment with a financial institution.
Post-secondary education or equivalent experience > 5 years.
Knowledge of payment processes and Canadian clearing systems/rules an asset.
Ability to execute tasks assigned with exceptional quality and accuracy.
Proficiency with Excel, Word, and keyboarding skills; knowledge of Visio would be an asset.
Excellent communication and problem-solving skills
Demonstrated initiative and the ability to work with minimal supervision.
Ability to multi-task and identify root cause of payment failures or errors.
Strong accounting skills
Experience working on projects and initiatives, supporting requirement discussions, testing preparation & execution and deployment activities.
Ability to meet established deadlines in a fast-paced environment.
Availability to work shifts, statutory holidays, and weekends, as required.
Skills
Risk Management
Written Communications
Active Listening
Attention to Detail
Critical Thinking
Oral Communications
Problem Solving
Adaptability
Collaboration
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