Job Number:
Category: Recordkeeping
Employment Type: Full Time
City: Toronto
Posting Date: August 10, 2026
Closing Date: August 24, 2026
Position Overview:
The Senior Recordkeeping Operations Analyst supports project-based initiatives across training, technology, and operational controls, focusing on continuous improvement and process efficiency.
Responsibilities:
• Analyze system changes and defect fixes from CIBC Mellon's technology vendor; develop and execute targeted test plans to validate system functionality.
• Coordinate User Acceptance Testing for system changes and projects, ensuring all business units and subject matter experts are informed and engaged
• Serve as an escalation point for UAT issues within Recordkeeping
• Collaborate with Recordkeeping leaders to assess and address impacts to policies and procedures, implementing necessary adjustments.
• Actively engage in project working groups to drive workflow and procedural enhancements.
• Support the onboarding process for new business conversions by identifying and developing learning and development requirements.
• Develop and maintain standard operating procedures for both existing and new processes.
• Proactively monitor and ensure team members have access to current training and reference materials, updating resources as needed.
• Initiate and implement process improvement projects to enhance efficiency and strengthen operational controls within Recordkeeping.
• Define and document business requirements, and analyze workflows for business initiatives.
• Maintain comprehensive project documentation, tracking and resolving issues throughout the project lifecycle.
Qualifications:
• Post secondary education or equivalent work experience with a focus on business, finance or accounting
• 3-5 years of progressive experience
• Completion of Canadian Securities or IFIC Operations Course an asset
• Proficient with Microsoft Office
• Excellent written and verbal communication skills
• Ability to track and prioritize multiple deadlines
• Project management experience is an asset
• UAT testing experience is an asset
Job Specific Competencies:
- The salary band for this position ranges between $70,000 - $110,000.
- Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.
- Please note, our recruitment process may include the use of AI-assisted tools.
- This posting is for an existing vacancy.
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