Specialist II, Processing Operations

Role overview

Accountabilities

• Build RPA and workflow solutions and improve processing efficiency.
• Enhance workflows and systems to support business growth and changing regulatory and industry standards.
• Implement regulatory changes and maintain compliance across processing teams.
• Maintain expertise in Fundserv, Dataphile, CDS, and Salesforce.
• Document procedures, assess impacts, analyze multi-system data, and lead change activities.
• Evaluate complex or high-risk issues and provide data-backed recommendations.
• Resolve escalated advisor and internal-partner inquiries with a risk-management focus.
• Train junior team members and collaborate with developers, product owners, leadership, and external stakeholders.

Skills and experience

• 3–5 years in financial services or securities, including knowledge of wealth operations.
• Intermediate to advanced technical proficiency and hands-on experience with Dataphile, Fundserv, CDS, and Google Suite.
• Practical exposure to or strong aptitude for citizen developer tools, RPA, or systems analysis.
• Understanding of project methodology, requirements gathering, and test script execution.
• Strong communication skills and experience facilitating team training and updates.
• Able to work under pressure, manage competing priorities, and apply critical thinking.
• Post-secondary business or information systems education, or equivalent industry experience, is an asset.

Working approach

• Collaborative, client-focused problem solver with a continuous-improvement mindset.
• Bridges business operations and technical systems and supports operational and regulatory change.