Business Solutions Specialist


Posted 1 week ago

We are looking for a Business Solutions Specialist! Reach out if you are interested and feel free to refer friends/colleagues!


Type of Employment: Contract
Title: Business Solutions Specialist
Term: Contract – 6 months with extension
Location: Toronto and Mississauga – Hybrid 3 days/week on-site
Industry: Banking
Job ID number: 189


Daily Responsibilities:
Describe a typical ‘day in the life’

  • Recommend business solutions that satisfy sponsor/stakeholder needs continually exploring and assessing options for value-add for clients.
  • Develops proposals for small to medium projects.
  • Leads detailed requirement phases identifying, tracking, escalating and/or resolving business systems issues.
  • Assesses researches, analyses and documents sponsor/stakeholder needs in accordance with Project Life Cycle and CMM (Customer Maturity Model)
    deliverables utilizing reporting tools, requirements. Identifies tracks and resolves business systems issues.
  • Recommends business solutions that satisfy sponsor/stakeholder needs continually exploring and assessing options for value-add for clients.
  • To research the business requirements to support the ongoing maintenance and enhancement of recordkeeping systems
  • Participate in projects as recordkeeping subject matter expert.
  • Provide support and/or training to the end product user when required including creation and execution of Desk Operating Procedures
  • Interact with system support staff to review test results and relay install documentation to the end system users.
  • Review existing process flows to find efficiencies and opportunities for automation where possible.
  • Participate in QC checks of new fund setup.
  • Participate Fundserv ESG releases
  • Team inbox support
  • Participate in client conversions and de conversions
  • Act as an internal resource expert within team to share knowledge and provide support on projects, including testing and analysis.
  • Emphasis is on product and System Knowledge.
  • Train and support new and junior members of the team
  • Participate in Industry and regulatory initiatives including Fundserv and FATCA / CRS

What program/technology/software knowledge is essential for this role? Describe in what capacity the selected candidate will be using it?

  • Strong knowledge of the Unitrax record keeping application, the existing functionality, table and schedule structure, query functions, daily jobs etc.

Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:

  • Mutual Fund Company experience.
  • Business Analysis Experience
  • 3-5 Years experience on the Unitrax recordkeeping system
  • Must possess excellent communications (written & oral) skills
  • Strong working knowledge of PC applications such as Word, Excel, Access
  • Post-Secondary education

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

  • Analytical thinking/problem solving
  • Strong organizational skills
  • Service partner orientation
  • Teamwork & co-operation
  • Strong verbal and written communication
  • Financial Services Industry Business knowledge

Intake Questions Please Complete
Soft Skills:

  • Team work, collaboration, critical/analytical thinker, independent

Job Features

Job CategoryBusiness Solutions Specialist

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