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Are you a technical finance professional with a sharp eye for detail and a passion for operational excellence? Join our Wealth National Office in Toronto as a Service Officer. We are seeking a highly motivated Service Officer to join our Wealth National Office in Toronto. This is a critical back-office role designed for those who thrive in high volume environments. You will be part of a specialized team of 12, managing the complex lifecycle of corporate actions and ensuring the financial integrity of our US Custody books. You will be responsible for providing essential day-to-day operational support monitoring complex corporate action notifications, ensuring data integrity, and performing critical financial reconciliations. This role requires a candidate who excels at working independently to meet tight deadlines while collaborating effectively.
Job Responsibility:
Monitor daily notifications and circulars from primary vendors (DTC, CDS, TSE, Bloomberg)
Analyze circulars to determine event eligibility, tax implications, and foreign currency exchange (FX) risks
Maintain the accuracy of US Custody books by performing daily income, dividend, and interest payment reconciliations
Interface with transfer agents and internal departments to confirm offering materials and finalize submission timelines
Manage corporate action files, coordinate mailings, and ensure translation requests for French-speaking holders are handled promptly
Requirements:
5–7 years of experience in financial processing, accounting, or back-office banking operations
Advanced understanding of dividend systems, credit/debit processes, and financial reconciliation
Exceptional written and verbal communication skills
High School Diploma required
University degree in Finance, Economics, or a related field is strongly preferred
Nice to have:
Canadian Securities Course (CSC) designation
Previous experience specifically within Corporate Actions or US Custody systems
What we offer:
Gain experience in a reputable financial institution, with opportunities to expand your professional network