System Support Associate

Job Title: System Support Associate Location: Toronto, ON Position Type: Full Time Permanent Position Status: Open – Existing Vacancy Salary Range: $50,000 - $60,000 per year We are currently looking to hire for our System Support team. In this position, the System Support team member will work with clients by providing them with system support on Harmony (portfolio management software). The role requires collaboration with intelligent, energetic, and driven colleagues in a friendly and agile office environment. You will be the primary point of contact for all system support inquiries for our clients. DUTIES AND RESPONSIBILITIES Provide day to day support of the Harmony system to customers. Answer incoming phone calls and email inquiries regarding Harmony and other applicable systems. Document all interactions with clients in the Client Management System. Assist with client communications, custom reports, new client implementations, new feature launches. Provide training of the Harmony and other applicable systems to new users. Investigate client-reported issues by reviewing data, system configuration, workflows, and reporting outputs to determine root cause and recommend solutions. Assist with system development to resolve technical issues and perform user testing for the development team. Troubleshoot Harmony and other applicable system problems, identifying root causes, and investigating exceptions within established time parameters. Assist with data reconciliation projects; develop and maintain accurate portfolio information for external clients and internal parties Provide support and training to users and team members, and assist with daily administrative activities. Help users optimize their experience with Harmony and other applicable systems. Work with internal teams to assist the delivery of custom reports, client communication, client conversion and implementations and other client management initiatives. A keen client services focus, an outgoing and engaging personality, and a strong desire to support a software user base of financial industry professionals all contribute to your success in this role. QUALIFICATIONS Exposure to investment management, portfolio administration, reconciliation, performance measurement, or financial operations is considered an asset. Training will be provided. Strong communications skills, including the ability to engage with clients to understand their business and operations requirements Strong working knowledge of Microsoft Excel is considered an asset. Strong analytical and problem-solving skills with the ability to investigate discrepancies, troubleshoot issues, and communicate findings clearly. Strong time management and prioritization skills, as well as attention to detail Self-motivated – ‘Find a way to get it done’ attitude Diploma / Bachelor's Degree in Finance, Business, Economics, Math, Information Technology, or related field Infinite Investment Systems Ltd (IIS) provides Equal Employment Opportunity and prohibits discrimination and harassment of any kind. IIS is committed to the principles of Equal Employment Opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at IIS are based on business needs, job requirements and individual qualifications, without any prejudicial bias or any other status protected by the laws or regulations in the locations where we operate. IIS will not tolerate discrimination or harassment. If you need assistance or an accommodation due to a disability, you may contact us at [email protected].

The role involves providing day-to-day technical support and training for the Harmony portfolio management software to financial industry clients. Responsibilities include troubleshooting system issues, documenting client interactions, and assisting with data reconciliation and custom reporting.

Candidates should possess a degree in Finance, Business, IT, or a related field and have strong analytical and communication skills. Experience in investment management or financial operations is considered an asset but not required as training is provided.

• Gestion du tempsSouhaitée
• Résolution de problèmesSouhaitée
• Microsoft ExcelSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• System Support
• Client Relationship Management
• Troubleshooting
• Microsoft Excel
• Analytical Skills
• Problem-Solving
• Time Management
• Data Reconciliation
• User Training
• Financial Operations
• Portfolio Administration
• Communication Skills

• Customer Service & Support
• Software
• Finance & Accounting
• Technology
• Consulting

Formation minimale

Baccalauréat

Expérience minimale

0+ ans

Postuler avant le

10 févr. 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Entry level

Mode de candidature

La candidature directe est offerte