Senior Specialist, Custody Services

Date: 8 hours ago

City: Toronto, Ontario

Contract type: Full time

Responsibilities

Assist the team in Toronto and Pune with the servicing of their accounts and the research and resolution of sensitive or complex client issues to ensure professional service is delivered and improve service standards.
Perform daily critical control functions by validating client and investment manager authorized signatures, verify security transactions, authorize cash transactions, research all overdrafts or idle balances daily to ensure validity and take appropriate action to ensure timely market settlement of all transactions to reduce market exposure.
Maintain special instructions, other critical documents and CDI database to ensure compliance and that policies and procedures are being adhered to.
Provide direction, technical advice and support to staff in Toronto and Pune, provide training to Specialists, serve as an assistant to the Team Leader/Supervisor in coordinating and monitoring the activities of the team both onshore and offshore.
Identify opportunities for improved processing, cost reduction, revenue generation, STP rates, NI-24101 trade match rates, fax clients and support & provide feedback with project testing.

Qualifications

University, Community College degree or equivalent training with a concentration in business, finance or accounting
3 years progressive experience
Canadian Securities Course
Thorough knowledge of securities/investment industry
Organized, detail oriented, analytical, ability to meet deadlines
A customer service focus
Excellent written and verbal communication skills

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