Administrator Investment Counsellor Services

Ensure timely and accurate acceptance, validation, and preparation of client instructions for Cash Processing Teams.,Create, review, and update desk operating procedures; identify and resolve recurring problems to implement corrective actions.,Ensure compliance with all policies and procedures and identify/highlight process gaps that increase risk for remediation.,Complete second-level reviews on identified team processes and escalate issues/potential problems to management.,Develop understanding of assigned clients' unique requirements, processes, and structures.,Provide colleagues with ongoing cross-training on accounts and bespoke processes to ensure service continuity.,Share knowledge with team members to assist in resolving complex problems.,Support and assist other team members in meeting daily deliverables.,Validate client instructions against pension plan specific processes and procedures; identify and escalate out-of-scope instructions.,Strong working knowledge/experience in the financial services industry, specifically in custody and ICS client segment.,Demonstrated ability to work successfully in a fast-paced environment.,Proven client service skills.,Issues escalation and resolution skills.,Ability to communicate effectively with stakeholders.,Solid organizational and time management skills.,Detailed oriented.,Proficiency in MS Office including experience using Excel macros.

Strong working knowledge/experience in the financial services industry, specifically in custody and ICS client segment.,Demonstrated ability to work successfully in a fast-paced environment.,Proven client service skills.,Issues escalation and resolution skills.