What is the opportunity?
Supervisor Reconciliation

What will you do?

• Supervising team of 7 full time employees to ensure uninterrupted day to day work flow
• Team's duties include, daily recon of cash, positions and cost between accounting system i.e. SS&C system (Pacer) and custody systems (mostly Broadridge), performance review using rate of return calculation (Persys), and outliers investigation
• Becoming an SME for all team procedures and become a Go To person for the team members for issue resolutions.
• Review sometime urgent inquiries from internal client to ensure timely response
• Through investigation coordinate with other OPS /support teams for problem escalation.
• Create a safe and inclusive environment. Actively listen, demonstrate empathy and support mental health & well-being
• Delivers Personal and Team Performance

What do you need to succeed?
Must-have

• Experience in Reconciliation
• People Management experience
• Strong technical Skills (including excel and data mapping know how)
• Analytical and problem solving skills
• Written & Verbal communication skills
• Attention to Detail

Nice-to-have

• Knowledge of Broadridge systems (BTS, MRGN, ZCBA etc)
• Knowledge of SS&C Systems (Pacer, Persys, Vertex)
• Knowledge of Client link
• Experience with large financial institution.

What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills
Active Learning, Adaptability, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Quality Management, Time Management
Additional Job Details
180 WELLINGTON ST W:TORONTO TORONTO Canada 37.5 Full time WEALTH MANAGEMENT Regular Salaried 2024-10-10 2024-10-24