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Embark Student Corp. logo
Embark Student Corp.

Guiding families along their post-secondary education savings journey.

Operations Associate – Contract

Location

Canada

Posted

87 days ago

Salary

$20 / hour

Seniority

Mid Level

Associate Degree1 yr expEnglish

Job Description

Operations Associate – Contract

Embark Student Corp.

• Fulfil incoming customer requests including withdrawals, RESP transfers, and other subscriber and beneficiary changes accurately and within established service standards • Ensure all transactions are processed according to ESDC, CRA and RQ regulations • Administer and maintain contracts according to operational and regulatory standards by ensuring adherence to Operational SOPs • Provide SME expertise / UAT assistance in such projects as Statement of Account, Annual Tax Filing, and other system enhancements • Provide timely feedback for process improvements and SOP updates • Other tasks and duties assigned by the Manager

Job Requirements

  • Minimum of 1-2 years of administrative experience preferably in the financial services industry
  • Strong knowledge of registered products and mutual funds operations is an asset
  • Aptitude for numbers, attention to detail and excellent investigative skills with the proven ability to proactively identify a problem and a solution
  • Excellent interpersonal skills, conflict resolution skills to determine win-win solutions and outcome.
  • Excellent written and verbal communication skills (English).
  • Ability to quickly adapt to change, multitask with proven organizational and time management skills
  • Ability to work in a fast-paced environment and meet deadlines while adhering to service standards
  • Flexibility to work a schedule as demanded by the needs of the business as well as overtime at peak periods
  • Security and privacy focused with the ability to maintain strict confidentiality
  • Constantly strive to improve processes
  • Working knowledge of Microsoft Office products
  • Undergraduate diploma or degree preferred

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