MD Financial Management

Accounting Officer, Settlements

📍 Ottawa, Ontario, Canada ⏰ Full-time

Description

Is this role right for you?

In this role you will:
  • Prepare daily settlements (GIC issuers, Fundserv, NBIN, Scotiatrust, CDS)

  • Manage daily cash movements and journal entries across dealer bank accounts (inter-dealer and alternate settlements)

  • Support A$M (Fundserv) settlements, including preparing backup and processing required transactions

  • Execute daily FX conversions for dealer bank accounts

  • Monitor and track overdraft balances across client-related accounts

  • Respond to internal client inquiries and manage daily mailbox communications

  • Process stop payments, void cheques, and high-volume tax remittances to CRA and IRS (for all dealers)

  • Maintain and document departmental procedures and processes

  • Liaise with external stakeholders (consultants, service providers, auditors, commercial bankers)

  • Update client interest rates in R-Broker and maintain internal website content...
  • Apply Now