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Financial Services Operations Manager

3 months ago


Toronto, Ontario, Canada Ajay Bhola Financial Services and Insurance Brokers Full time
Position Overview

The Financial Services Manager plays a crucial role in overseeing the financial operations of Ajay Bhola Financial Services and Insurance Brokers. This position requires a blend of leadership, strategic planning, and operational management to ensure the financial health of the organization.

Key Responsibilities
  • Budget Management: Develop and monitor budgets and financial expenditures to align with organizational goals.
  • Staff Leadership: Recruit, train, and inspire a team of professionals to achieve high performance.
  • Policy Development: Create and enforce policies and procedures for financial oversight and product transactions.
  • Credit Assessment: Establish criteria for evaluating credit and loan applications, ensuring compliance with regulations.
  • Loan Authorization: Review and approve loan and credit applications based on established guidelines.
  • Reporting: Supervise the preparation of financial reports to provide insights to senior management.
  • Customer Relations: Address and resolve client inquiries and concerns to maintain satisfaction.
  • Business Development: Network to foster relationships that promote financial products and services.
  • Operational Oversight: Plan, organize, and evaluate daily operations to enhance efficiency.
Qualifications
  • Education: Bachelor's degree in finance, business administration, or a related field.
  • Experience: A minimum of 2 to 3 years in a similar role within the financial services sector.
  • Employment Type: Permanent position.
  • Work Language: English.
  • Work Hours: 35 hours per week.