Financial Operations Specialist

2 weeks ago


Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

We are seeking a highly skilled Financial Operations Specialist to join our team at Blue Chip Recruiting Ltd. in Calgary, Alberta.

About the Role:

  • The successful candidate will provide exceptional administrative and customer-service support to our Advisor team and their clients.
  • You will be responsible for managing client accounts, processing transactions, and maintaining accurate records.
  • This is an excellent opportunity for someone who enjoys working in a fast-paced environment and is committed to providing outstanding service to high-net-worth clients.

Responsibilities:

  • Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation
  • Complete account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.)
  • Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers)
  • Commit to rigorous follow-up relating to all client transactions to ensure proper processing and minimize errors
  • Act as a general resource person for clients (ex: printing statements, tax slips)
  • Maintain client files, ensure that all documentation and notes are compliant with industry regulations
  • Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.)
  • Help manage the office operations (ex: supply management, coordinating with HQ, greeting clients, expense tracking, etc.)
  • Attend client events
  • Prepare daily reports

Requirements:

  • High level of proficiency in Microsoft Office tools; experience with financial tools an asset
  • Demonstrated, reliable work ethic with the ability to manage multiple, competing priorities
  • Experience in opening accounts with IIROC is considered a strong asset
  • Exceptional organizational skills with excellent attention to detail
  • Customer-focused attitude with a commitment to providing extraordinary service to high-net-worth clients
  • Ability to adapt quickly to changing needs and work requirements

What We Offer:

  • A competitive salary range of $65,000 - $85,000 per year, based on experience
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment
  • The chance to work with a prestigious wealth management firm and build your career in a rapidly growing industry


  • Calgary, Alberta, Canada Homes On The Market Full time

    Job SummaryHomes On The Market is seeking a skilled Financial Operations Specialist to join our team. As a Financial Operations Specialist, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and reconciling accounts.Key ResponsibilitiesManage general ledgers and financial statementsPrepare statistical,...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...


  • Calgary, Alberta, Canada beBee Professionals Full time

    Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to provide financial and administrative support to our project team in Calgary. The successful candidate will be responsible for preparing financial reports, tracking project expenses, and ensuring accuracy of financial data.Key Responsibilities:Prepare financial...


  • Calgary, Alberta, Canada Foresters Financial Full time

    About the RoleForesters Financial is seeking an Insurance Operations Specialist to join their team. As an Insurance Operations Specialist, you will play a critical role in ensuring the smooth operation of our insurance business.Key Responsibilities:Evaluate new and renewal applications for life insurance policies to determine coverage levels and...


  • Calgary, Alberta, Canada K & S LLP. Full time

    Job SummaryWe are seeking a qualified candidate to fill the position of Financial Operations Specialist at K & S LLP.Salary: The estimated annual salary for this role is $55,000 - $70,000, depending on experience and qualifications.About the RoleThis is a permanent, full-time position requiring 35 hours of work per week. As a Financial Operations Specialist,...


  • Calgary, Alberta, Canada MS DRYWALL LTD. Full time

    About MS DRYWALL LTD.MS DRYWALL LTD. is a dynamic organization seeking a skilled Financial Operations Specialist to join our team. The ideal candidate will possess strong financial management skills, with expertise in bookkeeping, accounting, and financial analysis.Job SummaryThe Financial Operations Specialist will be responsible for maintaining accurate...


  • Calgary, Alberta, Canada Work Of Art Holdings Inc. Full time

    We are looking for a Financial Operations Specialist to join our team at Work Of Art Holdings Inc.Job SummaryThis role is responsible for providing financial support to the organization by performing various accounting tasks. The ideal candidate will have experience in bookkeeping, payroll processing, and financial reporting.Key ResponsibilitiesAccounting...


  • Calgary, Alberta, Canada Alberta Ltd Full time

    Are you a detail-oriented individual with strong financial skills? We are seeking a Financial Operations Specialist to join our team at Alberta Ltd.About the RoleThis is a permanent, full-time position that requires 30-40 hours of work per week. The ideal candidate will have at least 1 year of experience in bookkeeping and accounting, with knowledge of...


  • Calgary, Alberta, Canada Sideworx Connect Inc Full time

    Job Overview:Sideworx Connect Inc. is seeking a highly skilled Financial Operations Specialist to join our team in Calgary. As a key member of our temporary staffing team, you will play a vital role in ensuring the accuracy and efficiency of our financial operations.


  • Calgary, Alberta, Canada MS DRYWALL LTD. Full time

    Financial Operations SpecialistAt MS DRYWALL LTD., we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and performing various accounting tasks.Key Responsibilities:Calculate...


  • Calgary, Alberta, Canada MS DRYWALL LTD. Full time

    **Job Title:** Financial Operations Specialist**Company Overview:** MS DRYWALL LTD. is seeking an experienced Financial Operations Specialist to join our team.**Salary:** $45,000 - $60,000 per year, depending on experience.**Job Description:Key Responsibilities:Financial Record-Keeping: Maintain accurate and up-to-date financial records, including accounts...


  • Calgary, Alberta, Canada Alberta Ltd. Full time

    Job Title: Financial Operations SpecialistJob Summary: We are seeking a highly skilled Financial Operations Specialist to join our team at Alberta Ltd. The successful candidate will be responsible for performing a variety of financial tasks, including calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining...


  • Calgary, Alberta, Canada Alberta Ltd. Full time

    Job Title: Financial Operations SpecialistAbout the Role:We are seeking a highly skilled Financial Operations Specialist to join our team at Alberta Ltd. The successful candidate will be responsible for calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key...


  • Calgary, Alberta, Canada MS DRYWALL LTD. Full time

    At MS DRYWALL LTD., we are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for calculating and preparing cheques for payroll, as well as maintaining general ledgers and financial statements. Additionally, the Financial Operations Specialist will be responsible for reconciling accounts...


  • Calgary, Alberta, Canada Neo Financial Full time

    Transforming Financial Services for the BetterAt Neo Financial, we're revolutionizing financial services with cutting-edge solutions. We're looking for a full-time Senior Compliance Specialist to join our team in Calgary.About UsWe're a rapidly growing fintech company making waves in Canada's financial landscape. Our mission is to transform financial...


  • Calgary, Alberta, Canada Selina Pan Professional Corp. Full time

    Job OverviewWe are seeking a skilled Financial Operations Specialist to join our team at Selina Pan Professional Corp. This is a permanent position with a flexible work schedule of 30-40 hours per week.The ideal candidate will have 1 to less than 7 months of experience in bookkeeping and a strong understanding of financial record-keeping systems.


  • Calgary, Alberta, Canada Diwan Restaurant & Lounge Full time

    Company OverviewAt Diwan Restaurant & Lounge, we are dedicated to providing exceptional dining experiences and top-notch customer service. As a Financial Operations Specialist, you will play a crucial role in ensuring the smooth operation of our business by managing our finances effectively.


  • Calgary, Alberta, Canada INNOZONE CONSULTING INC. Full time

    We are seeking a highly skilled Financial Operations Specialist to join our team at INNOZONE CONSULTING INC. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and performing various accounting tasks. Key Responsibilities:Maintain general ledgers and financial statementsPost...


  • Calgary, Alberta, Canada Citi Pharmacy Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at Citi Pharmacy. This role will involve providing support in financial management, bookkeeping, and financial reporting.Responsibilities:Prepare and process cheques for payroll, calculate fixed assets and depreciation, and maintain general ledgers and financial...


  • Calgary, Alberta, Canada GHD IMMIGRATION A CORP. Full time

    Job OverviewWe are seeking a detail-oriented Financial Operations Specialist to join our team at GHD IMMIGRATION A CORP.This is a full-time permanent position with a competitive salary range of $50,000 - $65,000 per year.