Associate, Processing
15 hours ago
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**
- Process transactions and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis
- Financial transactions including but not limited to set up/updates of fee groups, systematic plans, transfers, fee processing, internal transfers, etc.
- Non-financial activities including but not limited to: individual & legal entity new account opening, client updates, external transfers in/out, etc.
- Follow up on all outstanding transfers within Service Level Agreement (SLA)
- Review all documentation to ensure in good order prior to processing through custodian back office system or forwarding to Advisor Experience Manager.
- Continuously monitor performance and deliver on 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
- 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
- Help with ad-hoc projects when needed
**Who you are**
- Passionate and excited to provide delightful operational services
- Committed to delivering, learning, and growing as a team
- Use insights to drive outcomes
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**
- 2-3 years of proven professional experience in a financial services organization
- Excellent client service and verbal and written communication skills
- Outstanding analytical skills with a problem-solving mindset
- Proficiency in MS Office with high attention to detail
- Team player, with ability to work across multiple verticals
- Ability to work under pressure while maintaining high level of accuracy
- You thrive & excel in a fast-paced and deadline-driven environment
**Nice to have**
- Completion of the Canadian Securities Course (CSC)
- Experience in a wealth management role
- Experience in the wealth management or financial services industry
- Good understanding of back office, middle office wealth management operations
- Bilingual (English/French) an asset
Additional Information**
Why should you join us?**
- **
We believe in an innovation 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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