Financial Operations Specialist
4 days ago
We are seeking a skilled Financial Operations Specialist to join our team at CI Financial. In this role, you will play a key part in supporting the day-to-day operations of our financial processing team.
Job Overview:The ideal candidate will be detail-oriented, highly organized, and able to handle complex fee structures and payment reconciliations in a timely and accurate manner.
Key Responsibilities:- Accurately process and record all fee-related transactions, including client fees, service-based charges, and adjustments.
- Collaborate with Information Technology (IT) to ensure the fees are calculated and posted correctly in all fee-based accounts.
- Process accrued fees for transfer-out and estate settlement accounts.
- Ensure fees are in compliance with company policies, client agreements, and regulatory guidelines.
You will be responsible for reconciling daily, bi-weekly, and monthly fee transactions to ensure accuracy and identify discrepancies. You will also review debit balances originating from the monthly fee run and assist in resolving any issues as per business rules.
Requirements:- Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
- 1-3 years of experience in financial operations, fee processing, billing, or a related role.
- Familiarity with financial systems, invoicing software, and accounting principles is preferred.
Candidates must have strong attention to detail, excellent problem-solving and analytical skills, and the ability to manage multiple tasks and meet deadlines in a fast-paced environment. Strong communication and interpersonal skills are required for effective interaction with clients, vendors, and internal teams.
What We Offer:- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
-
Sales Operations Specialist
4 weeks ago
Toronto, Ontario, Canada Barclay Specialist Care Ltd Full timeSales Operations Specialist - Ottawa - Barclay Specialist Care LtdThe Sales Operations Specialist plays a vital role in driving sales effectiveness by developing, maintaining and optimizing key sales operations processes.Key Responsibilities:Develop, maintain and optimize sales operations processes including order management, customer segmentation, pricing,...
-
Coordinating Financial Operations
3 days ago
Toronto, Ontario, Canada CI Financial Full timeCareer Opportunity: Transaction Processing SpecialistAbout the RoleThis is an exciting opportunity to join our team at CI Financial as a Transaction Processing Specialist. The successful candidate will be responsible for processing financial transactions, managing relationships with advisors and branches, and ensuring accuracy and attention to detail.Process...
-
Toronto, Ontario, Canada OTT Financial Group Full timeOperations Specialist, Trading Analysis Specialist, Risk Control SpecialistPay: CompetitiveEmployment Type: Full-TimeJob DescriptionReq#: 368We are looking for Operations Specialists, Trading Analysis Specialists, and Risk Control Specialists to support the growth of our business in North America and Asia. The Specialists will have the chance to be exposed...
-
Financial Operations Specialist
6 days ago
Toronto, Ontario, Canada Q4 Architects Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our finance team. As a key player in our operations, you will be responsible for managing financial workflows, processing transactions, and providing exceptional customer service.The ideal candidate will have excellent communication skills, attention to detail, and a...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada Brookfield Asset Management Full timeWe're looking for a skilled Financial Operations Specialist to join our Brookfield Asset Management team. As a key member of our Infrastructure Group, you'll be responsible for managing fund operations, ensuring the accuracy of financial data, and providing exceptional support to our stakeholders.About the RoleManage day-to-day fund operations, including NAV...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada Stornoway Portfolio Management, Inc. Full timeAt Stornoway Portfolio Management, Inc., we're seeking a highly skilled Financial Operations Specialist to join our team. This role is perfect for someone who thrives in a fast-paced environment and is eager to take on new challenges.About the RoleThis position plays a critical role in ensuring the smooth operation of our investment management business. The...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada Tbwa ChiatDay Inc Full timeWe are seeking a skilled Financial Operations Specialist to join our team at Travel Edge, the largest luxury-focused travel agency in North America. This role is integral to our financial operations and long-term success, directly impacting cash flow, profitability, vendor relationships, and overall operational efficiency.Key Responsibilities:Oversee the...
-
Financial Operations Specialist
4 days ago
Toronto, Ontario, Canada Equifax, Inc. Full time**Overview**Equifax, Inc. is a leading provider of information solutions that help businesses and individuals make informed decisions. We're seeking a talented Financial Operations Specialist to join our team and contribute to our success.The ideal candidate will have a strong background in financial planning and analysis, with experience in developing and...
-
Junior Financial Operations Specialist
9 hours ago
Toronto, Ontario, Canada Nexus Systems Group Inc. Full timeCompany OverviewNexus Systems Group Inc. is a leading organization that offers innovative solutions to its clients.Job DescriptionWe are seeking a detail-oriented and organized Junior Financial Operations Specialist to join our team. As a Junior Financial Operations Specialist, you will be responsible for managing financial transactions, processing invoices,...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada Run As You Are Inc Full timeJob Description:The Financial Operations Specialist will play a vital role in maintaining the financial health of Run As You Are Inc. by managing various financial tasks and ensuring accuracy and timeliness in financial reporting.Key Responsibilities:Assist with bi-weekly payroll processing and related matters.Support purchase orders, inventory planning,...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada ProViso Staffing Full time**Job Summary**We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at ProViso Staffing. As a key member of our finance department, you will play a critical role in ensuring the accuracy and completeness of financial reporting for our business units.Responsibilities:Coordinate and collect financial data from...
-
Financial Operations Specialist
1 day ago
Toronto, Ontario, Canada TD Securities Full timeJob OverviewAs a Financial Operations Specialist at TD Securities, you will play a critical role in managing USD dollar payments flow for main trading Nostro. This involves utilizing various applications such as Intraday Liquidity Tool (IDL) and Liquidity Control Manager (LCM) to ensure seamless payment processing.Responsibilities include investigating...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada Morfyus Full timeAbout MorfyusMorfyus is a revolutionary financial services company that's redefining the way Canadians interact with cryptocurrency. Our mission is to make buying and earning bitcoin fast, easy, and secure.We're passionate about creating a seamless experience for our customers, and we're looking for someone to join our Operations team as a Financial...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada Info-Tech Research Group Full timeInfo-Tech Research Group is seeking a highly skilled Financial Operations Specialist to join our finance team. This is an exciting opportunity for a motivated individual to take on a challenging role and contribute to the company's success.About the PositionThis role involves leading and managing a team of finance professionals, overseeing the preparation of...
-
Financial Operations Specialist
6 days ago
Toronto, Ontario, Canada Creative Clicks B.V. Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Creative Clicks. As an Accounts Payable Team Member, you will be responsible for timely processing and payment of supplier invoices and employee expenses.You will also reconcile company bank accounts, assist in month-end and year-end...
-
Financial Transaction Specialist
3 days ago
Toronto, Ontario, Canada IFG International Financial Group Ltd Full timeJob Description:We are seeking a highly organized and detail-oriented Financial Transaction Specialist to join our team. As a key member of our operations department, you will be responsible for processing incoming and outgoing funds, verifying transactions, and ensuring compliance with regulatory requirements.Key Responsibilities:Process incoming funds,...
-
Ecommerce Financial Operations Specialist
5 days ago
Toronto, Ontario, Canada Fulfil Full timeJob DescriptionWe are seeking a highly skilled Ecommerce Financial Operations Specialist to join our team at Fulfil. As a key member of our Implementation and Support teams, you will work closely with high-growth merchants to optimize their financial operations and ensure seamless integration with our platform.The ideal candidate will have 3+ years of...
-
Financial Operations Specialist
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're seeking a talented Financial Operations Specialist to join our team in Canada. As a key member of our Global Payment Operations – Payments Oversight team, you'll play a crucial role in ensuring the smooth execution of payment processing activities.The ideal candidate will have experience working in high-volume payment operations and...
-
Financial Operations Specialist
3 days ago
Toronto, Ontario, Canada Portfolio Payroll - Canada Full timeWe are seeking an experienced Financial Operations Specialist to join our team at Portfolio Payroll - Canada. In this role, you will be responsible for handling payroll for over 1000 employees, managing weekly payroll cycles, and supervising a small payroll team.The successful candidate will have a minimum of 5 years of payroll experience, proficiency in...
-
Operations and Maintenance Specialist
5 days ago
Toronto, Ontario, Canada Raymond James Financial Full timeAt Raymond James Financial, we are seeking an experienced Operations and Maintenance Specialist to join our facilities team. This role involves overseeing the maintenance and upkeep of our corporate and branch offices, including coordinating repairs, scheduling regular maintenance, and developing relationships with vendors.The ideal candidate will have 5+...