Job Summary

• The Investment Counsellor Services (ICS) Cash Preparation Group is responsible for the timely acceptance, validation and preparation of client instructions before delivery to the Cash Processing Teams for execution.
• Your role involves servicing an assigned group of accounts in accordance with client-specific desk operating procedures, requiring investigation and queries relating to the processing of instructions.
• 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.

Matching Summary

Salary

Base: $55,000.00 - $90,000.00; Bonus/Equity: Potential for discretionary variable compensation; Benefits: Comprehensive Total Rewards Program including flexible benefits

Skills & Requirements

Key Requirements

• Financial services industry experience
• Custody experience
• MS Office proficiency
• Excel macros experience
• Client service skills
• Issue escalation and resolution skills
• Communication skills
• Organizational and time management skills
• Detail-oriented

Work Rights