Financial Operations Lead

1 week ago


Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full time
Job Overview

We are seeking a skilled Financial Operations Lead to join our team at Infinity Wealth Solutions Inc.

The ideal candidate will have experience in financial operations, sales, and service management. This role requires strong leadership skills, attention to detail, and the ability to work in a fast-paced environment.

About the Role

The Financial Operations Lead will be responsible for approving or rejecting applications, assisting clients with their financial objectives, and developing business relations through networking.

  • Main Responsibilities:
  • Approve or reject loan and credit applications
  • Assist clients with their financial objectives and goals
  • Complete and submit credit and loan documentation
  • Research and evaluate loan applicants' financial status
  • Review and update credit and loan files
  • Network to develop business relationships and opportunities
Requirements and Qualifications

To succeed in this role, you will need:

  • Essential Skills:
  • Strong attention to detail and organizational skills
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
  • Familiarity with financial operations and regulations
Work Environment

This role is based in an urban area and requires the ability to work in a fast-paced environment.

Benefits and Support

We offer on-the-job training and support for newcomers, refugees, youths, and Indigenous people.

Estimated Salary: $60,000 - $80,000 per annum



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