Combine your love of administration with your curiosity and interest in Investments.Join our team
The Investment Operations team is a dedicated and collaborative team that positively delivers extraordinary operational processes, as the back-bone of the TELUS Pension Investment team.Here's the impact that we'll accomplish together
As an Investment Operations Administrator (Financial Analyst I) for Investment Operations team, you will play a key role in the strategic collaboration of the settlement desk, processing various investment related trades and transactions on behalf of the TELUS Pension Investment team.
We will work together to deliver seamless, automated trade processing and provide timely management reports that are error proof for the entire team.Here's how
•As a Settlement Analyst, you will process various types of transactions provided directly from other team members and Portfolio Managers via mail, fax and email:
•Verify personal work before transmitting trades for approval to ensure accuracy and completeness
•Enforce daily and monthly deadlines, prioritize your time accordingly, and deposit bank cheques efficiently
•Process invoices and process internal and external fund transfers
•Reconcile cash and investment accounts every month
•As an Administrator, you will transfer data from paper and electronic formats into investment management systems:
•Verify data by comparing it to source documents and updating spreadsheets and/or investment management systems
•Save backup documentation within electronic system archives & file physical copies
•Prepare monthly transaction, valuation reports for managerial authorization and open new accounts
•Ensure compliance with internal and external audit and regulatory requirements
•Work cooperatively within the team to achieve common goals
•Perform other duties and tasks
•As a Proactive Problem Solver, you will identify, develop and implement operational improvements by:
•Identifying any manual processes, documenting and implementing solutions
•Being computer savvy with a keen eye for detail
•Multi-tasking in an ever-changing environment, establishing relationships naturally, adapting quickly to changing priorities, and communicating issues and solutions effectively
*Please note this is a Temporary role for 12 monthsQualifications:You're the missing piece of the puzzle
•Post-secondary education in Accounting, Finance, or equivalent work experience
•Ability to work well in a cross-functional team environment, maintain professionalism in all situations, demonstrate a high level of integrity, show consideration to all perspectives and information
•Capacity to take initiative and ownership of issues and make decisions quickly to solve problems
•Superior inter-personal skills, strong written and verbal communication and presentation skills
•Inquisitive approach with validated problem solving and analytical abilities
•Exceptional time management with the aptitude to establish priorities
•Ability to work within a team environment but be strongly self-motivated
•Maintain high processing accuracy
•Efficiency in responding to internal inquires via email, phone or in person Great-to-haves
•Prior financial services industry and/or investment operations experience
•Practical experience in month-end closing processes Who is TELUS?
We're a high-performing team of individuals who collectively make TELUS one of the leading telecommunications companies in Canada. Our competitive consumer offerings include wireline, wireless, internet and Optik TV™. We also deliver a compelling range of products and services for small, medium and large businesses; and have carved out a leadership position in the health, energy, finance and public sector markets with innovative industry specific solutions.
Everyone belongs at TELUS. It doesn't matter who you are, what you do or how you do it, at TELUS, your unique contribution and talents will be valued and respected. Because the more diverse perspectives we have the more likely we are to crack the code on what our customers want and our communities need.
Do you share our passion?
At TELUS, you
create future friendly ® possibilities.
At TELUS, we are committed to diversity and equitable access to employment opportunities based on ability.