Processing Representative (Finance)

TL;DR

Processing Representative (Finance): Managing account administration and trade execution for mutual fund retail accounts with an accent on accuracy, client communication, and transaction resolution. Focus on maintaining high standards of trust and integrity while supporting investment professionals and their clients.

Location: Must be authorized to work in Canada. Positions are based in Toronto and Calgary with a flexible hybrid schedule.

Salary: $26–$39 per hour.

Company

A leading Canadian investment firm specializing in mutual funds and ETF management, dedicated to helping investors build better financial futures.

What you will do

• Execute financial and non-financial transactions for retail mutual fund accounts.
• Perform account administration tasks with high attention to detail.
• Contact internal and external clients to resolve transaction issues.
• Ensure all trades are processed in good order and in a timely manner.
• Collaborate with team members to deliver exceptional client experiences.

Requirements

• Current work authorization for Canada is required.
• College Diploma or equivalent experience.
• Strong English communication skills (verbal and written).
• Ability to work rotating shifts between 8 am and 8 pm EST.
• Analytical and critical thinking skills.
• Detail-oriented mindset with a desire to learn.

Nice to have

• Strong communication skills in French (verbal and written).

Culture & Benefits

• Flexible hybrid work arrangement.
• Inclusive environment focused on diversity and belonging.
• Opportunities for career growth and professional development.
• Recognized as one of Canada's Top 100 Employers.
• Commitment to mental wellness and employee support.