Business Operations Associate

3 weeks ago

Toronto, Canada Purpose Advisor Solutions Full time

Company Description
**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.

**Job Description**:
**What you will do**
- Field all questions and concerns regarding deposits, withdrawals, and money movement inquiries. Effectively perform analysis on key problem areas or trends and escalate to Director as required
- Process transactions, perform audit/reconciliation activities and/or other activities in accordance with established priorities, and deadlines on a timely, accurate, and efficient basis
- Resolve discrepancies/exceptions that frequently deal with non-routine situations, requiring further analysis
- Act as the main point of contact for advisors regarding trade settlement and money transfer related inquiries
- Deliver on operational OKRs and continuously monitor its’ performance, deliver and own outcomes that affect our operational OKRs
- Adhere and execute to best practices and drive continuous improvement
- Take a proactive approach to client solutions, collaborating effectively with partners and colleagues to assess customer needs and deliver appropriate solutions

**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

**Qualifications**:
**What you will bring**
- 2-4 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 problem-solving mindset
- Someone who is able to communicate complex ideas in a simple and easy-to-understand way
- You thrive & excel in a fast-paced and deadline-driven environment
- You must be able to prioritize and execute multiple tasks in a fast-paced, environment providing fast, friendly, and accurate service

**Nice to have**
- Completion of the Canadian Securities Course (CSC)
- Experience in the wealth management or financial services industry
- Good understanding of back office, middle office wealth management operations

Additional Information
**Why should you join us?**
- ** We believe in an innovative and vibrant culture** - Work for an innovative, people-first, 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 paid-time-off policy with unlimited vacation days, flexible sick and mental health days
- ** We care about your family **- Paid parental leave for eligible employees with top-up
- ** 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 year-round

In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

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

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