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Title: S3S72 - Senior Clerk/Bilingual Systematic Plan Administrator, Mutual Funds Dealer Operations, Toronto Location: ON-Central GTA-Toronto
National Bank Financial Group is an employer of choice, having ranked among the top 50 employers in Canada for five consecutive years. With 17,000 employees, the Bank offers a stimulating and rewarding work environment based on skill, performance, cooperation and quality customer service.
The National Bank is currently looking for a Senior Clerk/Bilingual Systematic Plan Administrator for its Mutual Funds Dealer Operations located in Toronto, Ontario.
Position Overview
Reporting to the Section Manager, you will support the section in reaching its objectives by carrying out a variety of complex administrative activities within the prescribed timeframe. Specifically, the principal function of the Systematic Plan Administrator is the creation, maintenance and modification of systematic plan requests received from National Bank Financial, Correspondent Networks and National Bank Direct Brokerage. The administrator is also required to communicate with branches, Networks, fund companies and/or internal departments. The administrator must become familiar and efficient with the tools, methods, forms, individual fund idiosyncrasies and industry standards required to execute this function. They must make every effort to execute this function in an expeditious and efficient manner in order to meet deadlines and Service Level Agreement.
Main responsibilities
As Senior Clerk, you will work independently and carry out a variety of complex administrative activities according to the policies, standards and procedures in effect. You will respond appropriately to requests from customers or stakeholders in files and provide professional and courteous service. You will search for information and then send it to the persons concerned. In addition, you will carry out checks and analyses to ensure the accuracy of data and operations. Your duties will also include seeing that any errors are corrected.
You will also be required to:
* Co-ordinate the creation, modification & cancellation of systematic plans for NBF, Correspondent Networks & NBDB mutual fund clients. * Receive, validate, signature guarantee (where applicable) and deliver to the appropriate mutual fund company all requests. Execute changes on line where applicable. * Confirm that all requests sent to fund companies are processed and Record systematic plan requests with accurate filing and client account memo entries * Process first PAC transactions as trades on client name accounts. * Communicate with NBF, Correspondent Networks and NBDB departments/branches as required to ensure effective and efficient program execution. * Respond in an accurate and expeditious manner to all NBF, Correspondent Network and NBDB departmental/branch enquiries. Enquiries may be received via direct voice mail, direct e-mail, departmental e-mail or internal department * Record and manage the collection of statistics pertinent to systematic plan administration if required.
* Completed a High School diploma plus additional specialized training (adult education or community college) in a related field, and 1 to 2 years of relevant experience * Good organization skills * Excellent communication skills both oral and written * Bilingualism both spoken and written (English and French)
Equal opportunity employment is an integral part of the Bank's values and commitments. The Bank offers competitive incentive compensation, along with excellent benefits and continuing education programs. Only candidates under consideration will be contacted. In this document, the masculine gender designates both sexes with no discrimination intended, and is used only to facilitate reading.
