Business Solutions Specialist

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