Senior Statement Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Statement Specialist based in Canada.

This role supports investment operations by delivering accurate, timely, and efficient services across shared-services activities. You will help implement operational processes while maintaining strong financial, regulatory, and risk controls. The position combines stakeholder support, data analysis, issue resolution, reporting, and continuous process improvement. You will work closely with internal teams and external stakeholders to address requests and support strategic initiatives. The role offers the opportunity to work independently while serving as a resource to less-experienced colleagues. You will contribute to new processes, systems, products, and service improvements in a highly regulated environment. Success requires sound judgment, strong analytical capabilities, and a consistent focus on service quality and operational integrity.

Accountabilities: Support investment operations by executing product and service processes accurately, efficiently, and in accordance with established financial, regulatory, risk, and operational controls.

Provide guidance and operational support to assigned business or functional groups, helping implement solutions and strategic initiatives with internal and external stakeholders.

Respond to routine and complex stakeholder inquiries, providing accurate, consistent, and well-informed information while escalating non-routine issues when appropriate.

Monitor performance, track issues, analyze operational data, and develop insights and recommendations to support effective decision-making.

Collect, organize, and validate data to produce recurring and ad hoc reports, dashboards, and analyses.

Verify and reconcile information and documentation to ensure accuracy, completeness, and compliance with established processes and service-level agreements.

Identify problems, investigate root causes, and coordinate timely resolution while applying sound judgment and appropriate escalation practices.

Support change management activities, including planning, testing, implementation, and maintenance of new or enhanced processes, systems, products, and services.

Contribute to continuous improvement by identifying process gaps, recommending practical solutions, and helping implement more efficient and effective procedures.

Collaborate with internal and external stakeholders to maintain strong working relationships, align expectations, and achieve business and service objectives.

Develop and maintain an understanding of applicable regulatory requirements, operational risks, policies, and controls, taking appropriate action to protect operational integrity.

Support the development of tools, training materials, and other resources designed to improve team performance and service outcomes.

Work independently on assigned responsibilities while acting as a resource for less-experienced colleagues and taking on broader duties as required.

Apply a risk-aware approach to decisions, balancing business objectives with the need to protect assets, comply with policies and regulations, and maintain sound operational practices.

Requirements

3–5 years of relevant professional experience, generally combined with post-secondary education in a related field, or an equivalent combination of education and experience.

Strong knowledge of relevant systems, technology, tools, business processes, products, services, and operational controls.

Solid understanding of industry risks and regulatory requirements, with the ability to apply this knowledge appropriately in day-to-day operations.

Strong proficiency with Microsoft Office tools, particularly Word, Excel, and PowerPoint.

Strong customer-service skills and the ability to respond effectively to both routine and complex stakeholder needs.

Excellent written and verbal communication skills, with the ability to explain information clearly and adapt communication to different audiences.

Strong analytical and problem-solving capabilities, including the ability to interpret data, identify issues, determine root causes, and recommend solutions.

Strong collaboration and teamwork skills, with demonstrated ability to establish and maintain effective relationships with internal and external stakeholders.

Good prioritization and organizational skills, with the ability to manage multiple responsibilities and meet service-level expectations.

Strong influencing skills and the confidence to provide recommendations, challenge existing approaches, and help stakeholders reach effective solutions.

Ability to exercise independent judgment, think creatively, and identify opportunities for continuous improvement.

Specialized knowledge acquired through relevant education and/or professional experience in financial services, investment operations, shared services, or a related environment is an asset.

Benefits

Salary: CAD $45,500–$84,500 annually, with actual compensation determined by factors such as location, skills, experience, education, and qualifications.

Additional compensation: Total rewards may include performance-based or discretionary bonuses and other applicable incentives.

Health coverage: Health insurance and accident and life insurance options.

Retirement: Access to retirement savings plans.

Education support: Tuition reimbursement opportunities to support ongoing learning and professional development.

Professional growth: Training, coaching, leadership support, and networking opportunities designed to help employees expand their skills and advance their careers.

Inclusive workplace: Commitment to an inclusive, equitable, and accessible working environment, with accommodations available throughout the selection process.

Work environment: Remote position based in Canada, with a focus on collaboration, service excellence, and continuous improvement.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1