Careers

Challenges, Growth and Opportunities.

Mandeville Operations Management Inc., an affiliate company is currently looking for a:

Managed and Fee Based Platform Operational Support Specialist

Essential Functions:

  • Assist the Director of Managed and Fee Based Account Operations in the operation/compliance and organization of the Managed Account and fee based platform.
  • Assist in the authoring of Policies and Procedures for Managed and Fee Based Accounts
  • Assist the Director of Managed and Fee Based Account Operations reaching out to Advisors on queries, information support related to IPS drift and other Compliance Questions
  • Respond to questions from Advisors regarding information regarding the Mandeville Separately Managed Accounts
  • Assist in the Training and operation of the Portfolio Model/Trading systems to Advisors
  • Assist in the Managed Account Set up approval
  • Assist in the Managed Account Trading activities including average account accumulation and ticketing
  • Coordinate the new accounts approval process for all managed and option accounts, including new account review, documentation, signoff and processing
  • Maintain files and documentation required by the Director of Managed and Fee Based Account Operations
  • Other duties as assigned.

Competencies:

  • Achievement Orientation – A concern for working well or for surpassing a standard of excellence
  • Analytical Thinking - Understanding a situation, issue, problem, etc. by breaking it into smaller pieces
  • Business Acumen - The ability to understand the business implications of decisions and the ability to strive to improve organizational performance
  • Commitment to Continuous Learning - Taking action to continuously learn in order to improve individual professionalism and effectiveness within the organisation
  • Expertise - The ability and motivation to expand and use technical knowledge or to distribute work-related knowledge to others
  • Information Seeking - Driven by an underlying curiosity and desire to know more about things, people, or issues
  • Teamwork and Cooperation -Works cooperatively with others, to be part of a team, to work together, as opposed to working separately or competitively
  • Communication – ability to conduct presentations and write clear, concise and comprehensive reports

Education:

  • Bachelors Degree/College Diploma
  • Canadian Securities Course desired
  • Industry Specific Operations Courses

Work Experience:

  • 1-3 years of previous analytical or related experience required.
  • Sound Knowledge of IIROC operations and trading
  • Familiarity with IIROC systems (Dataphile etc)
  • Knowledge regarding account opening process as well as Fee based operations

Qualified applicants should email resumes along with a cover letter to resumes@mandevilleinc.com.

We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.

At Mandeville Operations Management Inc., we support diversity and equity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family status, physical or mental disability.

p>We respect the dignity and independence of persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If contacted for an interview, please inform us should any accommodation be required.


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