Dividends Clerk
- Location: Toronto, ON—Hybrid (3 to 4 days in office and remaining is work from home)
- Pay Rate: $21.31/hr
- Contract Length: 4 Months with possibility for extension
We at Raise are hiring a Dividends Clerk for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand. We’re hiring right now; if you’re interested, apply below for your chance to join a great place to work.
Responsibilities:
- Processing client requests in various capacities as they relate to entitlement functions. Placing a priority on answering client inquiries immediately, mitigating any sort of deviation on the path toward resolution of such.
- Analyze workflow processes to identify opportunities for improving operational efficiencies. Likewise, ensuring all processes properly ensure operational risks are ultimately mitigated.
- Maintaining and troubleshooting robotic process automations where applicable
- Receiving and sending funds for purposes of allocation to clients who are entitled both externally and internally.
- Liaison with business/operations partners where needed & work on tracking and testing tax input as required.
- Timely reconciliation and resolution of funds outstanding due to less than straight forward circumstances
Must-Have Skills:
- 2+ years of client services or financial industry operations experience
- Reconciliation and balancing of funds, under time-sensitive deadlines
- Basic knowledge of Income allocation (i.e., long/short or credit/debit) and balancing payments inbound or outbound
- Exceptional proficiency in Microsoft Excel and Word and intermediate to advanced proficiency in Microsoft Access skills
- Problem-solving skills and willingness to take on extra initiatives
- Excellent organizational and time management skills
- High client service focus
- Strong communication/analytical skills
- Excellent interpersonal skills and ability to multi-task and work with various competing priorities and timelines.
- Risk Management and mitigation focus mindset
Nice-to-have Skills:
- Completion of Canadian Securities Course (CSC).
- Knowledge of banking Wealth Management systems (Broadridge/On Demand/Client Source)
- Advanced knowledge of Microsoft Access, specifically database creations for automation initiatives requiring VBA writing knowledge
Looking for meaningful work? We can help!
Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity.
We strive to build teams that reflect the diversity of the communities we work in. We encourage all qualified applicants to apply, including people from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with visible/nonvisible disabilities.
We have a dedicated webpage for accommodations where you can learn more about what we offer, and request accommodation: https://raise.jobs/accommodations/
In order to submit candidates for roles, our clients will sometimes require personal information to confirm the identity of applicants and their legal status to work. Raise will never ask you for personal or banking information unless you have been selected for a job. If you are ever unsure about the legitimacy of this or another job posting by Raise (or have any other questions), please contact us at +1 800-567-9675 or hello@raiserecruiting.com
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