Senior Representative, Shareholder Services
1 month ago
Overview
**Who We Are**:
**Position summary**:
Investor Services Operations - S5Completes transfer agency operations support activities for clients of high complexity. Serves as lead for one or more teams in support of day-to-day operations, providing work direction and technical assistance on complex matters.
**Responsibilities**:
Responds to ad hoc requests for non-standard information.
Processes complex updates to shareholder accounts.
Serves as an escalation point for more junior team members.
Responds to questions about shareholder accounts and provides more advanced technical assistance. Responses are fast, efficient and accurate.
Addresses issues that have been escalated by junior team members and verifies their responses to shareholders.
Researches and resolves moderately complex operational or shareholder issues.
Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
Assists in providing status updates on problem resolution and outstanding issues to professional and management teams.
Assists with process improvement by contributing ideas to improve team efficiency.
No direct reports. Provides guidance to less experienced staff.
Responsible for the quality and completion of own work
No direct reports.
May have work allocation and team lead responsibilities.
Helps develop and supports the achievement of team objectives.
**Skills & Requirements**:
High school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree preferred.
2-3 years of total work experience preferred. Experience in financial services preferred..**Our offer for you**:
Excellent opportunities for training, growth, and professional development
Mentoring and job shadowing programs
A multitude of opportunities to get involved in additional charity projects and engagement groups
Employee Referral Program
**Health Promotion**: Wellbeing and Innovation Centre, Wellbeing programs
Full time contract of employment
Competitive salary
Health & Life Insurance
Private medical care
Pension scheme
**Employer Description**:
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