Investment Implementation Services Specialist - Jobs in Toronto, ON

Job Description

At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here.Mercer Global Investments Canada Limited is seeking a Investment Implementation Services Specialist for our Toronto officeWhat can you expectMercer Global Investment supports a growing number of trusts and mutual funds. The team is looking to hire a Manager of Fund Administration. The Manager of Fund Administration is responsible for the overall oversight of all operational functions within the Department. Primary Responsibilities.What is in it for youMercer Canada offers competitive employee benefits and a thriving culture so that you can to bring your authentic self to work

• A company with a strong brand and strong results to match;
• Culture of internal mobility, collaboration and valued partnership with HR from the business;
• Employee Resource Groups which provide connections to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations;
• Competitive pay (salary and bonus potential);
• Full benefits package – starting day one: medical, dental, vision, retirement and savings program, disability benefits, insurance coverage, opportunity to participate in our Employee Stock Purchase Plan, etc. (regional specificity required);
• Generous Parental Leave and education support policy;
• Robust vacation, personal days, and paid time off to give back to your community.

We will count on you to:

• Provide processing and support as well as oversight of all high net worth processing requirements, actively monitoring all account activity including, but not limited to, timeliness of transactions, accuracy of reporting, and overall quality of data, including:
• Open client accounts
• Provide ongoing client servicing and account maintenance including:
  • Incoming and outgoing asset transfers
  • Client deposits
  • withdrawals - outgoing cheques/EFT to clients
• Respond to wealth manager initiated contacts regarding client account issues and reporting
• Assist in carrying out various compliance requirements for the firm
• With regard to assigned Institutional clients:
  • Maintain client information folders and correspondence, assisting in their servicing and administration
  • Reconcile securities holdings and investment/cash positions between the custodian and the internal portfolio management system daily
• Prepare monthly client reporting
• Carry out specific requirements for the production of quarterly client statement reports
• Develop, document and coordinate the implementation of new procedures / policies / computer enhancements intended to meet new requirements or improve current customer service
• Support other administrative functions of the Operations Department and other duties as required

What you need to have:

• University degree in Commerce, Finance or a related discipline or a suitable combination of experience and formal education.
• 2+ years investment industry experience/knowledge gained at a broker or wealth management firm dealing with institutional and/or high net worth clients in a discretionary management program and/or direct experience in dealing with securities held in custody at an external financial institution.
• Demonstrated ability to work independently and within a group to accomplish goals and deliver superior results.
• Highly professional, proactive and self-motivated.
• Detail oriented and highly organized.
• Analytical and able to investigate and solve problems with minimal guidance.
• Ability to work in a fast-paced, dynamic and often stressful environment.
• Ability to learn quickly and apply learning.
• Excellent verbal and written communication skills - able to communicate and interact effectively with all levels within the business.
• Proficient with MS Office, particularly Excel.
• Ability to handle pressure situations and strict time constraints, understanding the balance between high quality outputs with the need to meet deadlines.
• Flexible regarding working hours in order to meet deadlines and service levels, when required

What makes you stand out:

• Bilingual ability (French/English) would be an asset.
• Completion of the Canadian Securities Course would be an asset.
• You enjoy working with small dedicated teams
• You manage your time effectively and independently
• You take ownership of your work and escalate issues quickly when applicable
• You are adaptable to changing client needs
• You are patient during times of transition and see the long term gains of change
• You are dedicated to a high level of accuracy for yourself and expect the same from your team
• You strive to improve processes and find more efficient ways to serve clients

Mercer’s roots are in Canada – founded 75+ years ago and continues to be one of the elite Canadian business and employment brands. Currently, the Canadian business earns $340+M CAD in revenue and employs 1,000+ colleagues across Mercer’s core services areas. Along with Marsh, Guy Carpenter and Oliver Wyman, Mercer is one of four Marsh & McLennan businesses with a significant Canadian presence.Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer.At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here.#LI-NCQuick Apply

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