Job Description

We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals.

Senior Operations Administrator – Path to Operations Manager

We are seeking an experienced Senior Operations Administrator to join our team, with a clear path to managing the operations team. This role is ideal for a highly organized and detail-oriented professional with experience in the investment industry, strong technological proficiency, and the ability to work with portfolio management systems and CRMs.

Position Summary & Key Accountabilities:

As a Senior Operations Administrator, you will play a critical role in our day-to-day operations and have the opportunity to grow into an Operations Manager. Responsibilities include:

• Overseeing operations and ensuring efficiency in workflows.
• Managing and overseeing data entry with accuracy.
• Filling out forms and applications required for investment operations.
• Generating reports and updating internal systems.
• Assisting clients, accountants, and portfolio managers as needed.
• Performing basic accounting tasks in Excel.
• Answering phones, greeting clients, and maintaining office supplies.
• Troubleshooting technological issues and implementing system improvements.

Qualifications:

• 3 to 5 years of experience in the investment industry is mandatory.
• Familiarity with operational workflows.
• Proficiency in portfolio management systems and CRM platforms.
• Exceptional Excel skills and strong data entry accuracy.
• Attention to detail and a process-driven mindset.
• Ability to learn and implement new systems efficiently.
• Completion of a post-secondary degree.
• Completion of the Canadian Securities Course (CSC) or equivalent.
• Strong organizational and communication skills (written and verbal).
• Team player with a positive attitude.

Remuneration:

• To be negotiated according to experience and commensurate with industry standards.

This is a growth-focused opportunity for a motivated professional looking to advance their career in investment operations. If you have the skills and ambition to take on a leadership role, we encourage you to apply!

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