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About the Role
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Responsibilities
- Handle investor onboarding and fund-driven capital activity.
- Ensure applicable Anti-Money Laundering (AML) requirements are adhered to.
- Serve as the main contact for investment managers and their investors via email and telephone correspondence.
- Generate, validate, and distribute investor reporting in accordance with procedures.
- Maintain accurate and compliant investor records according to investor and investment manager instructions.
- Prepare and execute investor payments and wire transfers.
- Collaborate in process enhancement initiatives.
- Comply with department policies and procedures.
- Perform other related duties as assigned by department management.
Requirements
- 2-4 years of experience in investor services and/or fund administration.
- Undergraduate degree or equivalent experience.
- Advanced knowledge of Excel and Office 365.
- Familiarity working with AI tools and products.
- Working knowledge of Anti-Money Laundering (AML) and KYC procedures.
- Clear and effective communication skills are essential for success in this position.
- Exceptional interpersonal skills and a strong client service mindset.
- Ability to work effectively in a fast-paced environment and adapt to multiple demands and priorities.
- Coverage on US and/or Canadian holidays may be necessary.
- Overtime may be required from time to time.
- Must be legally eligible to work at the specified location(s).
- Must be able to provide a valid work or study permit, if selected for an interview.
Skills
- Excel
- Office 365
- AI tools
- Anti-Money Laundering (AML)
- KYC procedures
- Communication skills
- Interpersonal skills
- Client service
Location
- Mississauga, ON
- Toronto, ON
Work Type
- Hybrid
- Full Time
- Permanent
Experience Level
- Senior Associate
- 2-4 years
Education Level
- Undergraduate degree or equivalent experience
Salary/Compensations
- $55,000-$70,000 CAD
Benefits
- RRSP Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs
- Discounts on travel
About the Company
- SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.
- Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide.
- More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
- SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation.
- We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.
Equal Opportunity
- We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation.
- SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process.
- SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.