Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Associate, Investor Services role.
Rezi rewrites your resume against SS&C Technologies's job description. Free.
Tailor your resume to this Associate, Investor Services role.
Rezi rewrites your resume against SS&C Technologies's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Associate, Investor Services posting at SS&C Technologies — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Associate, Investor Services posting at SS&C Technologies — free, in seconds.
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
- Handling investor onboarding and fund driven capital activity.
- Ensure that applicable Anti-Money Laundering (AML) requirements are adhered to.
- Communicate with 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 in accordance with 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
- Knowledge of investor services and/or financial services.
- Undergraduate degree or equivalent experience.
- Advanced knowledge of Excel and Office 365.
- Working knowledge of AI tools and technologies, with the ability to leverage them to improve productivity, analyze information, and enhance workflows.
- Knowledge of Anti-Money Laundering (AML) and KYC procedures is a plus.
- Clear and effective communication skills are essential to success in this position.
- Strong interpersonal skills and 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.
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must be able to provide a valid work or study permit, if selected for an interview.
Skills
- AI tools and technologies
- Excel
- Office 365
- Anti-Money Laundering (AML)
- KYC procedures
- Communication skills
- Interpersonal skills
- Client service mindset
Location
- Mississauga, ON
- Toronto, ON
Work Type
- Hybrid
- Full Time Permanent
Experience Level
- Associate
Education Level
- Undergraduate degree or equivalent experience
Salary/Compensations
- $50,000-$60,000 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 to name a few.
- 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.
- We will work with applicants requesting accommodation at any stage of this process.
- If you require any accommodation during the application and hiring process, please contact: tacanada@sscinc.com.
- 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.