Senior Operations Representative

Requisition ID:

Purpose

As the Senior OLB Operations Representative, you will provide day‑day processing coverage of a variety of high volume brokerage operational financial and non‑financial transactions as well as ensuring integrity of client information and balances. Operational knowledge required in this role may include but is not limited to Account Management, Regulatory Documentation, Brokerage Transfers, & Registered Products. You must demonstrate thorough knowledge of compliant operational processes and procedures, in order to provide accurate information and solutions when responding to internal and external customer inquiries and issues. They will possess proficient telephone, email and written communications skills when corresponding with clients, iTRADE colleagues or internal/ external partners.

Key Accountabilities

1. To ensure the efficient and effective handling of operational / administrative financial and non...