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Business Operations Associate, Account Management

3 months ago

Toronto, Ontario, Canada Purpose Unlimited Full time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions.

Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market.

Purpose Unlimited's businesses include Purpose Investments, Purpose Advisor Solutions, and Driven.

Who is Purpose Advisor Solutions?


Purpose Advisor Solutions provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry.

We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business.

We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.


Who You Are:

  • You are passionate and you are excited to provide delightful service.
  • You use insights to drive outcomes and are compassionate.
  • You're committed to delivering, learning, and growing as a team.
If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you

Responsibilities:

  • Liaise between Advisors, clients, and custodians to ensure timely and accurate onboarding of new account openings.
  • Understand requirements for each type of account that is offered (for example RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust, etc.) and conduct Quality Assurance (QA) reviews on new account documents for accuracy based on outlined procedures and regulatory requirements.
  • Form relationships with Advisors, Portfolio Managers, and various Partners to provide exceptional service. Proactively facilitate Advisor requests to streamline operations and minimize service disruptions.
  • Ensure current or newly required documentation is updated as required. Adhering to procedures set by Operations and Compliance is a key component.
  • Assist Advisors with platformrelated queries. Escalations to various internal teams (for example Engineering) may be required if issues arise or workflow functionality may be out of sync.
  • Back up other CoE (Centres of Excellence) in the department as required.
  • Build crossworking relationships in order to coordinate service and operational activities with other CoEs as required. This includes Money Movement, Account Transfers, and Relationship Managers.

Requirements:

  • 2 to 4 years of proven professional experience in the client servicing or operations role.
  • Excellent client service and verbal and written communication skills.
  • Outstanding analytical skills with a problemsolving mindset.
  • Someone who is able to communicate complex ideas in a simple and easytounderstand way.
  • You thrive in a fastpaced and deadlinedriven environment. You must be able to prioritize and execute multiple tasks in a fastpaced, environment providing fast, friendly, and accurate service.

Nice to have:

  • Completion of the Canadian Securities Course (CSC) is an asset.
  • Experience in the wealth management or financial services industry. Good understanding of wealth management operations and working crossfunctionally with other departments.
  • Experience using SQL and Excel is an asset.
What do we offer?

  • We believe in an innovation and vibrant culture work for an innovative, peoplefirst, financial services firm that values entrepreneurialism.
  • We believe in flexibility
  • A flexible hybrid work model that empowers you to do your best work whether at home or at the office
  • We care about your rewards
  • Competitive compensation including bonuses & equity programs.
  • We care about your health comprehensive group health, dental benefits, and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
  • We care about your quality of life a flexible paidtimeoff policy with unlimited vacation days, flexible sick and mental health days.
  • We care about your family
  • Paid parental leave for eligible employees with topup.
  • We care about your future
  • Generous Group RRSP matching and TFSA program in Purpose funds.
  • We care about your development
  • We offer training opportunities and tuition support yearround.
We thank all applicants for their interest; however, only those selected for interviews will be contacted.

In light of the COVID-19 pandemic, the safety and well-being of our teams are our top priority. Our work philosophy is a hybrid model allowing for flexibility and collaboration.

For safety reasons, Purpose Unlimited has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.