Job description: We are currently looking for a Senior Associate to join the Onboarding and Client Servicing team in Toronto, reporting to the Head of Operations, Canada. This team supports the WTW Delegated Investment Solutions (DIS) business (also referred to as OCIO or Outsourced Chief Investment Officer services) and is part of a wider Global Investment Operations group of 160 colleagues.

In this role, your core focus will be on supporting our clients from onboarding through to providing them with monthly reports and responding to queries for predominately institutional clients who invest in Pooled Funds and Alternative Investments. The Senior Associate will execute and oversee the onboarding of a new client and a new manager to our platform, while also leading the generation and delivery of monthly client reports and responding to client and other team questions and requests. As a Senior Associate, you will support the oversight, development, and mentorship of the team Associate.

As an experienced professional, the Senior Associate will promote industry best practices, a desire for accuracy and drive solutions for more efficient workflows, allowing for increased scalability for a growing business that is undergoing a transformation to a Global Operating model.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Onboarding

• Collaborate and work with the client, internal legal and the client’s legal counsel to negotiate and execute our services agreement and other onboarding documents.
• Use strong client servicing skills to lead a discovery meeting with the client to better understand the client’s current investment structure, plans and other requirements, and document and share such with the wider WTW team.
• Create detailed onboarding plans that encompass the necessary tasks for internal and external teams, and manager its implementation to ensure our operational team can effectively and accurately begin trading on the onboarding date
• Co-ordinate and lead calls with the client’s trustee/custodian and legacy fund managers to ensure all trading processes are obtained, documented and confirmed.
• Work with internal compliance to ensure all necessary documentation is obtained for our Anti-Money Laundering review.
• Work with internal teams, including legal, to negotiate and execute an agreement with new managers
• Co-ordinate with other internal teams to approve funds for investment by new and existing clients.
• Client Services

• Using custom processes, generate, review for accuracy, and deliver monthly statements to all delegated clients.
• Review requests received from clients, internal and external teams and, if necessary, reach out to others for input, and assistance, being sure to respond in a timely, confident and accurate manner.
• Requests may include topics such as our services, report distribution, authorized signers’ lists, and plan investment audit requests.
• Manage and ensure collection of annual AML documentation follow-ups, collection of annual HST plan information needs for Canadian managers and client eblasts for regulatory purposes
• Foster and encourage strong relationships with external stakeholders such as investment managers, custodians, and trustees.
• Team Leader

• Support the Head of Operations in overseeing, leading, motivating and mentoring the team Associate.
• Support and encourage healthy collaboration with key internal stakeholders, including Middle Office, Portfolio Management, Trade Management, Client Consulting, and the Global Operations team.
• Keep procedure documents and template emails up to date, constantly monitoring for required amendments.
• Encourage a culture of accountability with adherence to relevant compliance, risk management and error policies.
• Transition to Global Operating Model

• As a member of a wider team, Global Investment Operations, support the evolution of the Canadian business to the Global Operations Model. Confidently articulate ideas for process improvement. You will be encouraged to question the status quo, and lead efficiency projects, large or small, to improve Onboarding and Client Servicing practices globally.

Role is located in Toronto. We offer a flexible work environment and currently have two anchor days per week where the team is expected to work from the office.

The Requirements

• A minimum of 5 years of successful experience in a related function within investments and client services, with one year as a supporting Team lead
• Demonstrated knowledge of trading operations. Including an understanding of trade cycles
• A good understanding of institutional clients and related products e.g. Pension Plans, Pooled Funds and Alternative Investments
• Demonstrated understanding of the Canadian financial regulatory environment
• Experience with creating efficiencies, including implementing new controls for risk management.
• Exceptional attention to detail is essential.
• Proven interest and capabilities in recognizing areas for improvement; capable of driving efficiency projects and in advising on new/alternative best practices to evolve workflows. You enjoy working with clients
• Strong oral and written communication skills. English is required. French is an asset.
• You align with WTW values of Client Focus, Teamwork, Integrity and Excellence. We value inclusivity, respect and diversity.
• Undergraduate degree in Business, Math or Finance, or equivalent experience with professional certifications
• A proven interest in finance, demonstrating a curiosity to continue to learn and grow as the industry changes

Equal Opportunity Employer

Expected salary:

Location: Toronto, ON

Job date: Thu, 21 Dec 2023 05:49:17 GMT

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The post Senior Associate Client Onboarding and Servicing – Investment appeared first on World News: Entertainment, lifestyle, Health, Technology.

Job description: We are currently looking for an Associate to join the Onboarding and Client Servicing team in Toronto, reporting to the Senior Associate, Onboarding and Client Servicing, Canada. This team supports the WTW Delegated Investment Solutions (DIS) business (also referred to as OCIO or Outsourced Chief Investment Officer services) and is part of a wider Global Investment Operations group of 160 colleagues.

In this role, your core focus will be on supporting our clients from onboarding through to providing them with monthly reports and responding to queries from predominately institutional clients who invest in Pooled Funds and Alternative Investments. The Associate will execute the onboarding of a new client and a new manager to our platform, while also generating and delivering monthly client reports and responding to client and other team questions and requests.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Onboarding

• Participate in meetings with the client to better understand the client’s current investment structure, plans and other requirements, and document and share such with the wider WTW team.
• Create detailed onboarding plans that encompass the necessary tasks for internal and external teams and manage its implementation to ensure our operational team can effectively and accurately begin trading on the onboarding date.
• Co-ordinate and lead calls with the client’s trustee/custodian and legacy fund managers to ensure all trading processes are obtained, documented and confirmed.
• Work with internal compliance to ensure all necessary documentation is obtained for our Anti-Money Laundering review.
• Participate in calls with incoming managers that assist the operations team in understanding the fund trading and reporting processes
• Co-ordinate with other internal teams to approve funds for investment by new and existing clients
• Client Services

• Using custom processes, generate, review for accuracy, and deliver monthly statements to all delegated clients.
• Review requests received from clients, internal and external teams and, if necessary, reach out to others for input and assistance, being sure to respond in a timely, confident, and accurate manner.
• Manage and ensure collection of annual AML documentation follow-ups, collection of annual HST plan information needs for Canadian managers and complete client eblasts for regulatory purposes
• Foster and encourage strong relationships with external stakeholders such as investment managers, custodians, and trustees.
• Transition to Global Operating Model

• As a member of a wider team, Global Investment Operations, support the evolution of the Canadian business to the Global Operations Model. Confidently articulate ideas for process improvement. You will be encouraged to question the status quo, and lead efficiency projects, large or small, to improve Onboarding and Client Servicing practices globally.

Role is located in Toronto. We offer a flexible work environment and currently have two anchor days per week where the team is expected to work from the office.

The Requirements

• A minimum of 2 years of successful experience in a related function within investments and client services
• Demonstrated knowledge of trading operations, including an understanding of trade cycles
• A basic understanding of institutional clients and related products e.g. Pension Plans, Pooled Funds and Alternative Investments
• Demonstrated understanding of the Canadian financial regulatory environment
• Exceptional attention to detail is essential.
• An interest in recognizing areas for improvement; capable of advising on new/alternative best practices to evolve workflows.
• You enjoy working with clients
• Strong oral and written communication skills. English is required. French is an asset.
• You align with WTW values of Client Focus, Teamwork, Integrity and Excellence. We value inclusivity, respect and diversity.
• Undergraduate degree in Business, Math or Finance, or equivalent experience with professional certifications
• A proven interest in finance, demonstrating a curiosity to continue to learn and grow as the industry changes.

Equal Opportunity Employer

Expected salary:

Location: Toronto, ON

Job date: Thu, 21 Dec 2023 06:24:45 GMT

Apply for the job now!

The post Associate, Onboarding and Servicing – Investments appeared first on World News: Entertainment, lifestyle, Health, Technology.

Job description: With millions of diners, tens of thousands of restaurants, and 23+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a unique insight into the world of hospitality. We champion restaurants, bars, wineries, and other venues around the world, helping them attract guests, manage capacity, improve operations and maximize revenue.

Every employee at OpenTable has a tangible impact on what we do and how we do it. You’ll also be part of a global network that includes OpenTable and KAYAK’s portfolio of travel brands including Swoodoo, checkfelix, momondo, Cheapflights, Mundi and HotelsCombined.

Hospitality is all about taking care of others, and it defines our culture. You’ll work in a welcoming and inclusive environment, and get the benefits, flexibility, and support you need to succeed.

Primarily responsible for the successful onboarding of our restaurant partners, the OBS team configures our Core, Basic and other applications for restaurant use, customizes the software for each restaurant using a consultative approach, and delivers training to key staff. We are responsible for the end-to-end implementation of the onboarding process. We lead the restaurant from initial sale through configuration to initial training and go-live. All of this will be done remotely using various tools and procedures designed to guide the restaurant through the process. The OBS is part of a global team charged with setting each restaurant up for success with OpenTable. They will be measured on the speed, volume and quality of each implementation based on a set of goals and benchmarked against others in the team.

In this role, you will:

• Enthusiastically contact our restaurants and guide them through the onboarding process
• Work with our restaurant partners to configure the OpenTable system to their needs
• Use phone and online tools to train key restaurant staff with an emphasis on specific ways the restaurant can use OpenTable to optimize their operations
• Provide administrative and coordinator functions related to Global On-Boarding program including scheduling training activities, content collection, and software implementations
• Work with restaurant staff and potential 3rd parties to deploy the OpenTable RestRef widget
• Work with internal partners to help develop and refine the On-Boarding program
• Effectively handle a queue of restaurants to reduce time-to-onboarding
• Communicate status of tasks and the backlog to peers and a broader community

Please apply if:

• 1+ years experience, preferably in a support, implementation or hospitality role
• Experience training non-technical customers on the use of software
• Understanding of restaurant operations a must with direct restaurant experience helpful
• Ability to make sound decisions based on key facts in potentially ambiguous situations
• Proven ability to drive projects through to completion
• Ambitious to get things done with minimal supervision
• Good phone and tele-presence required for effective training and implementation
• College degree preferred
• Excellent organization, documentation and time management skills

Benefits:

• Paid Time Off – 20 days a year!
• Birthday/celebration PTO – 1 day
• Annual company weeks off
• Flexible sick time off
• Paid volunteer time
• Parental Leave Benefits
• Dental & Vision Insurance
• Life & Disability Insurance
• Group RRSP and DPSP
• Major Medical Insurance (dependent care options)

Diversity, Equity, and Inclusion

OpenTable aspires to be a workplace that reflects the diverse communities we serve and a culture that is inclusive and welcoming. Hiring people with different backgrounds, experiences, perspectives, and ideas is critical to innovation and to how we deliver great experiences for our users and our partners. Representation matters.

We ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform job responsibilities, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

#LI-BR1

#LI-Remote

Expected salary:

Location: Vancouver, BC

Job date: Sun, 19 Nov 2023 04:00:37 GMT

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Job description: E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program… skills and discover what you excel at—all from Day One. Job Description Participates in the identification, design…

Expected salary: $117555 – 152130 per year

Location: USA

Job date: Wed, 15 Nov 2023 23:42:48 GMT

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The post Sr. Product Manager – Acquisition & Onboarding (Open to anywhere in the U.S. Bank footprint) appeared first on World News: Entertainment, lifestyle, Health, Technology.

Job description: Lead, R/O Services APAC overseeing Tier 2 HR functions such as case management and customer inquiry handling, data… tactical and operational HR support for specific country stakeholders from UK and Ireland. This role will report to the Team…

Expected salary:

Location: United Kingdom

Job date: Fri, 10 Nov 2023 23:17:44 GMT

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The post HR Specialist – LCS Recruitment & Onboarding (UK/IE) appeared first on World News: Entertainment, lifestyle, Health, Technology.

Job description: We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted on our career website.

About TMF Group

TMF Group is a leading provider of employee, financial and legal administration services, helping clients invest and operate safely around the world. Our 10,000 experts in 125 offices across 86 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.

We have been present in Poland for over 20 years, helping our clients from offices in Warsaw and Katowice, where more than 700 people already work.

Katowice is also the location for our new structure – the Regional Delivery Center, whose task is to serve the European markets of our clients, companies from the Fortune 500 and FTSE 100 rankings. As part of the structures, we are looking for specialists in the field of international accounting & tax, human resources and payroll, and global entity management. We also build teams that will be responsible for handling international funds and supporting internal financial processes of the TMF Group.

At this role you will have possibility to work remotely or hybrid from the office in Katowice.

Key responsibilities

• Review signed client contract and/or statement of works on each new appointment to ensure a thorough understanding of the service to be provided, as a part of the on-boarding and for billing purposes;
• Work with other TMF departments (Transition, Legal, Sales etc.) to ensure a smooth transition of services for the client;
• Attend meetings/calls with prospective clients for requirements gathering and plan onboarding timeframes;
• Proactively, lead and manage new client on-boarding within the team for clients of all sizes and complexities, utilizing team members as appropriate and allocating resource;
• Ensure data provided to and from client is accurate and timely, maintaining communication with clients on a regular basis and there is adherence to agreed TMF processes;
• Recommend efficiencies in on-boarding to transition team where applicable;
• Consistently approach on-boarding with a view to improve efficiencies and automate processes where possible;
• Run or review parallel payrolls and reporting to ensure the mapping of payroll has been transitioned successfully;
• Manage a team of employees, conduct 1-1’s, end of year reviews, allocate work, review payrolls, manage billing and process or approve payments;
• Maybe required to process payrolls, or cover for other Team Leaders in the RDC in the event of absence.

This Role will be working on both UK & Ireland Payroll so a commitment to learn local legislation will be required.

Key requirements

• Experience of on-boarding new clients of all sizes and complexities;
• IPASS/CIPP, or equivalent qualification with substantial experience in a fast paced, high volume payroll position;
• A detailed knowledge of Paye As You Earn (including Benefits In Kind) and PRSI/NI;
• Familiarity with Revenue’s Online Service and bank transfer processes;
• Experience with payroll systems e.g. Megapay, STAR and Microsoft office packages and or willingness to learn to use payroll systems;
• Excellent written and communication skills, with strong ability to plan ahead and organize themselves;
• Able to articulate and communicate with clients in a concise and professional manner;
• Fluency in English is required.

Working at TMF Group offers

• Convenient central location of the office
• Stable employment
• Flexi-time and remote working
• An international and dynamic environment
• Private medical care
• Life insurance
• Co-financing for the Multikafeteria program (e.g. Multisport card)
• Access to a language platform with 12 different languages to learn
• Access to a mental health and well-being platform offering a variety of functionalities that will support you in caring for your well-being
• Exceptional people and atmosphere
• Christmas and occasional gifts
• Co-financing of holidays (social fund)
• Opportunity to take part in charity projects

• Please note, we’ll contact selected Candidates only.

Advertised: 13 Oct 2023 Central European Daylight Time

Applications close: 14 Nov 2023 Central European Standard Time

Expected salary:

Location: United Kingdom

Job date: Sun, 15 Oct 2023 06:22:45 GMT

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The post Onboarding Payroll Team Leader (UK & Irish market) appeared first on World News: Entertainment, lifestyle, Health, Technology.

Job description: Avetium Consult is a Business Process Outsourcing and Technology solution company incorporated in Nigeria. Avetium Consult is what happens when top experts of top multinationals from diverse fields and similar values come together to deliver transformational solutions.

We are recruiting to fill the position below:

Job Position: Onboarding Administrator

Job Location: Lagos

Industry: Financial Services

Job Description

The Onboarding Administrator’s responsibilities include:

• Onboarding Customers, Agents, and Merchants.
• Developing relationships with stakeholders to optimize and achieve business objectives.
• Tracking, monitoring, and evaluating onboarding processes.
• Report writing.
• Implementing Know Your Customer (KYC) procedures to verify the identities of new clients and partners.
• Communicating effectively with internal and external stakeholders to keep them informed of onboarding progress.
• Maintaining meticulous and confidential records of all onboarding activities, including KYC documentation.
• Organizing and archiving records for easy accessibility, auditing, and reporting purposes.
• Identifying opportunities for process enhancements within the onboarding and KYC procedures.
• Conducting comprehensive due diligence, background checks, and documentation validation to ensure compliance with financial regulations.
• Staying updated on financial regulatory changes and adapting KYC procedures accordingly.
• Collaborating with key stakeholders to facilitate a smooth onboarding process.
• Ensuring the completion and accuracy of all necessary contracts, agreements, and documentation during the onboarding process.
• Assisting in developing and implementing improved onboarding and KYC protocols to maintain efficiency and compliance.
• Performing any other duties required that are in line with the nature of the job and level of responsibility.

Requirements

• 0-3 years of experience in the area of specialization.
• Experience in onboarding administration within the financial industry, with a strong grasp of KYC requirements.
• Excellent communication and interpersonal abilities.
• Proficiency in using software and tools for documentation and record-keeping.

Expected salary:

Location: Ibadan, Oyo State

Job date: Sun, 29 Oct 2023 01:09:13 GMT

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