Senior Operations Administrator

2 weeks ago


Toronto, Ontario, Canada Milestone Investment Counsel Inc Full time
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.

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. Managing and overseeing data entry with accuracy.
Performing basic accounting tasks in Excel.
Answering phones, greeting clients, and maintaining office supplies.
Proficiency in portfolio management systems and CRM platforms.
~ Exceptional Excel skills and strong data entry accuracy.
~

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