Lysander Funds Careers
Operations Administrator
Description
Lysander Funds is part of the Canso group of companies and is a growing investment management firm with over $20 billion in assets under management. Its main line of business is acting as investment fund manager of retail mutual funds. We pride ourselves in being excellent at what we do, offering staff tremendous opportunities for growth while building a business with an impeccable reputation in the community.
Working as part of the Lysander’s Operations team, this role will provide support in areas of day-to-day operations, financial reporting, dealer services and marketing functions. This role also works closely and supports Lysander’s legal and compliance teams.
DUTIES AND RESPONSIBILITIES
- Responsible for implementing the subscription documentation management process.
- Work closely with CIRO investment dealers and mutual fund dealers to resolve trade activity.
- Proactively contact CIRO investment advisor teams to resolve documentation issues.
- Clarify and resolve trade documentation issues with Transfer Agent.
- Ensure reporting is accurate and complete.
- Develop and maintain knowledge of applicable securities and other legislation.
- Maintain positive and professional relationships with service providers.
- Contribute to the continuous improvement and enhancement of operational systems and associated controls and procedures.
- Other job-related tasks as assigned.
Ideal candidates will have:
- Bilingual in French (is an asset)
- Customer service experience.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- Project management experience.
- A team player mind-set and is collaborative, adaptable, committed, dependable and open minded.
- At least two years of customer service experience in a dynamic work environment.
- University degree or College diploma in business or finance.
- Successful completion of CSC, or equivalent.
- Strong interpersonal skills, ability to build and maintain meaningful relationships with all stakeholders.
- Comfortable with Microsoft Office suites and CRM.
- Ability to manage multiple tasks and to prioritize.
- Ability to work quickly and accurately in a fast-paced environment.
- Proven ability to work independently, as well as part of a team.
- Demonstrate flexibility, enthusiasm, and willingness to learn.
We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to manager@lysanderfunds.com. Your information will be treated as confidential.
We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.