Data Management Representative

Data Management Representative
Employment type: Full-time
INVESCO CANADA LTD
City: Charlottetown
Last visit: 2014-10-02
Author's ads: 1

Posted: 2014-10-02

Description:

With a history of three decades supporting Canadians, Invesco operates in Canada

under the Trimark, Invesco and PowerShares product brands. Invesco Ltd. is a leading

independent global investment manager, dedicated to helping investors worldwide

achieve their financial objectives. By delivering the combined power of our distinctive

investment management capabilities, Invesco provides a wide range of investment

strategies and vehicles to our retail, institutional and high-net-worth clients

around the world. Operating in more than 20 countries, the company is listed on

the New York Stock Exchange under the symbol IVZ. Additional information is available

at www.invesco.com

Please note, the start date for this position is Friday, October 24, 2014

 

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.

Job Purpose (Job Summary):

Under general supervision, responsible for working with internal customers and financial intermediaries, on the phone and in writing, to fully meet and exceed their needs. Utilizes computer systems to access account information, reference materials and the letter writing function. Responsible for providing expertise in the research and allocation of incoming sales and redemptions, as well as overseeing departmental efforts in maintaining and increasing the integrity of Distributor's databases.

Key Responsibilities / Duties: Communicates well with both peers and management.

Consistently complies with policies and procedures of Invesco and Data Management.

Uses strong time management and organizational skills to handle multiple open projects that are to be completed in a timely manner with a high level of quality.

Develops strong understanding of Industry terms and definitions.

Displays enthusiasm, dedication and professionalism at all times.

Demonstrates the ability to effectively work with little or no supervision.

Proactively identifies, analyzes, and communicates procedural improvements.

Demonstrates strong follow-up skills.

Works effectively within a team environment.

Identifies department needs and potential solutions; suggest ideas for change. Understands system / departmental limitations and helps resolve system issues.

Ability to create and manipulate reports/ spreadsheets in Excel.

Utilizes Retail Marketing systems to maintain and update records.

Work Experience / Knowledge: Financial services experience a plus.Work experience in customer service environment preferred.Skills / Other Personal Attributes Required: Strong communication skills.Ability to make quick decisions, establish priorities and concentrate on detailed information sometimes under stressful conditions.Strong reasoning skills and an aptitude for problem solving.Ability to cooperate in a team environment.Proficiency with keyboarding and computer fundamentals in a Windows environment.Basic mathematical skills necessary.Formal Education: (minimum requirement to perform job duties)High School Diploma required.Bachelor's degree preferred, but not required.Working Conditions: Normal office environment with little exposure to excessive noise, dust, or temperatures.The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary.Normally works a regular schedule of hours, however hour may very depending upon the project or assignment.Hours may include evenings, weekends or overtime.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.

Industry: Financial Services and Banking

Job Function: Accounting and Finance