Reviews client inquiry activity and service performance to develop action plans that promote use of technology and self-service and reduce inquiry volumes.

Identifies, coordinates and delivers team training and development requirements, including requirements to notify team of relevant information on new clients or…

Progressing towards a postsecondary school diploma/degree with focus on accounting or finance, or equivalent training, is an asset.

Consulting with senior staff to make any necessary adjustments to transactions that impact iNAV valuation of ETF funds. Advanced knowledge of ETF products.

Reviews client inquiry activity and service performance to proactively develop action plans that promote use of technology and self-service and reduce inquiry…

Participates in audit planning activities including consulting with the business to collect background information and documentation to conduct field work as…

Working with the vice president, responsible for driving the team to embrace best practices and continually enhance the operating model; supporting a goal…

Performs cash transactions for clients by directing funds based on instructions from clients or their agents, researches and reports on account overdrafts in…

Responds to internal client inquiries, resolves problems, manages administrative/ operational issues and regularly monitors accounts to ensure client…

Ensure all trade confirmations are appropriately attached to the pending trade related activity and forwarded to the processing group accordingly.

Works with Business Units across CIBC Mellon to develop, promote and enhance information security program (which includes information and cyber security).

Preparation and filing Trust and Corporation income tax returns and relevant tax information forms for assigned clients in a timely and accurate manner;

Manage the completion and fling of income and HST tax returns for trusts corporations and other investment fund structures, including reviewing tax returns and…