Mufginvestorservices
Associate, Nexus, Investor Delivery
Halifax, NS, Canada
Sponsorship not specifiedDetected 8 days ago
ExcelCustomer SupportMicrosoft Office
About the role
- Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today's investment management landscape.
- To learn more, visit us at www.mufg-investorservices.com.
- Experience something Brilliantly Different with a career with MUFG Investor Services.
Nice to have
- Assist with the organization's FATCA/CRS service offering to our clients
- Prepare wire payments and account transfer transactions through various banking platforms to settle distributions, and transfer approved dealing proceeds to the client trading account
- Prepare periodic fund activity reports for submission to relevant clients or their regulatory bodies, reporting, including statement of holdings, shareholder registers, and audit confirmations, etc
- Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
- Diploma or Bachelor's degree in a business related field preferred or relevant experience
- Experience in financial services, fund administration, asset management, banking or client service is an asset
- Knowledge of Investor Services processes and related functionalities an asset
- Existing client/customer service experience would be ideal
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