Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Contract Period: 6 months with potential to extend or convertLocation: Toronto, ONLocation Type: Hybrid: no anchor days but 2 days per week in the office (subject to change)Business Hours: Monday to Friday; Core Business HoursJob Responsibilities:
Manage ChatbotAssign and follow up attestationsAssist with projects as maybe assignedAssist in pulling various personal trading reportsManage broker feeds and monitor paper statementsComplete and file Insider Trading Reports for directors and senior officersProvide day-to-day support to employees in relation to personal trading requirementsFoster a cooperative working relationship with business unit partners and key regulatorsMaintain up-to-date lists of employees in the StarCompliance System for appropriate coverageResponsible for coordinating with the business in keeping the static user groups (function groups) updatedBuild subject matter knowledge in personal trading requirements and security products and may coach and educate othersAssist in the drafting of training materials and provide training to employees on personal trading requirements as may be requiredConsistently exercise discretion in handling correspondence, information and all matters of confidentiality; raise issues where appropriateExperience & Qualification Requirements:
Knowledge of Capital markets products (options, derivatives, GCIC, securities) – 2 yearsPrevious banking or financial industry experience – 2 yearsData validation & documentation experience – 2 yearsExcellent verbal & written communication skillsAdvanced Excel Skills****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS**** How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.
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