Business Support Specialist II

Role overview

Responsibilities

• Develop business cases through requirements gathering, analysis, cost-benefit evaluation, and decision-support materials.
• Prepare project reports, dashboards, status updates, and KPIs covering progress, risks, dependencies, outcomes, and operational performance.
• Coordinate invoices, financial tracking, reconciliation, and budget monitoring for projects.
• Coordinate stakeholders, vendors, and product partners to support delivery and resolve issues.
• Plan and execute small projects, contribute to medium-sized projects, and support product launches, enhancements, and process improvements.
• Manage plans, timelines, deliverables, documentation, and stakeholder communications.
• Gather and validate requirements, support user acceptance testing, and manage escalations.
• Coordinate testing, implementation, and post-implementation support for system changes and upgrades.
• Analyze operational data and identify trends, risks, opportunities, and improvements.
• Support privacy, business continuity, records management, and written supervisory control activities.
• Build subject matter expertise and share knowledge, best practices, and improvements; participate in strategic and cross-functional initiatives.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Five or more years of financial services experience, including project coordination or leadership experience.
• Lean Six Sigma Yellow Belt certification.

Preferred qualifications and assets

• PMP, CAPM, or equivalent project management certification is preferred.
• Knowledge of Broadridge, CDS, FundSERV, DTC, Insurance CITS, or related operational systems is an asset.
• CSC and other industry designations are considered assets.

Compensation

• Compensation typically includes base salary, benefits, bonuses, and profit sharing; actual salary depends on relevant factors.