Current jobs related to Business Operations Specialist - Markham, Ontario - Worldsource Wealth Management
-
Business Operations Specialist
4 weeks ago
Markham, Ontario, Canada Integrated Resources, Inc ( IRI ) Full timeJob OverviewWe are seeking a skilled Business Operations Specialist - Contract Pricing to join our team at Integrated Resources, Inc (IRI). This role is ideal for an individual with experience in finance, contracting, and pricing. As a key member of our operations team, you will be responsible for delivering outstanding customer experiences while driving...
-
Business Solutions Specialist
3 weeks ago
Markham, Ontario, Canada Extendicare Full timeJob DescriptionAs a key member of the HR team at Extendicare, this role plays a crucial part in optimizing employee experience through our Workday HCM platform.We are seeking a highly skilled Business Solutions Specialist to join our team. In this role, you will be accountable for analysis, configuration, validation, issue resolution, and training of our...
-
Business Support Specialist
3 weeks ago
Markham, Ontario, Canada NV Euro Motor Works Full timeAt NV Euro Motor Works, we are seeking a highly organized and efficient Business Support Specialist to join our team as a receptionist.About the RoleThe ideal candidate will be responsible for greeting clients and visitors, directing them to the relevant contacts or service areas, and providing basic information to the public. They will also perform various...
-
Business Development Specialist
1 month ago
Markham, Ontario, Canada Sun Life Financial Full timeCompany OverviewSun Life Financial is a leading insurance and financial services company dedicated to helping individuals and families achieve their long-term goals. With a strong commitment to innovation and customer satisfaction, we offer a comprehensive range of products and services that cater to diverse needs. Salary RangeThe estimated salary for this...
-
Business Process Optimization Specialist
4 days ago
Markham, Ontario, Canada Smart IT Frame LLC Full timeJob Title: Business Process Optimization SpecialistWe are seeking a highly skilled Business Process Optimization Specialist to join our team at Smart IT Frame LLC. The ideal candidate will have extensive experience working on Scrum teams and be certified in Guidewire Billing-Centre Ace.The successful candidate will be responsible for optimizing business...
-
Financial Operations Specialist
1 month ago
Markham, Ontario, Canada Extendicare Canada Inc. Full timeJob Title: Financial Operations SpecialistAbout Extendicare Canada Inc.We are a leading provider of healthcare services in Canada, dedicated to delivering high-quality care to our patients. Our team is passionate about making a positive impact in the lives of others.Salary: $65,000 - $85,000 per year, depending on experience and qualifications.Job...
-
Business Analyst
4 weeks ago
Markham, Ontario, Canada Extendicare Full timeAbout the RoleAs a Business Analyst – HRIS Specialist at Extendicare, you will play a critical role in driving exceptional employee experiences. Reporting to the Manager Incident Resolution, you will be accountable for analysis, configuration, validation, issue resolution, and training of our Workday HCM platform.This position offers a unique opportunity...
-
Markham, Ontario, Canada Ampstek Full timeAmpstek is seeking a Regulatory Operations Specialist to join our team in Markham, ON. This role is an exciting opportunity for individuals passionate about insurance regulations and software testing.Salary:$85,000 - $110,000 per yearAbout the RoleThe Regulatory Operations Specialist ensures that software and systems comply with insurance industry standards...
-
Business Development and Recruitment Specialist
4 weeks ago
Markham, Ontario, Canada Expand Reach Inc. Full timeAbout Expand Reach Inc.Expand Reach Inc. is a specialized recruitment and staffing firm focused on helping professionals and businesses in the fields of engineering, manufacturing, information technology, architecture, and construction. Our team matches top talent and employers in the Greater Toronto Area and throughout Southern Ontario.Job SummaryWe are...
-
Warehouse Operations Specialist
4 weeks ago
Markham, Ontario, Canada Randstad Full timeWe are seeking a highly motivated and detail-oriented Warehouse Operations Specialist to join our team at a busy warehouse facility in Markham, Ontario. This is an exciting opportunity for individuals who thrive in fast-paced environments and are passionate about delivering exceptional results.About the Role:As a Warehouse Operations Specialist, you will be...
-
Logistics Operations Specialist
4 weeks ago
Markham, Ontario, Canada SHEIN Full timeAbout SHEIN:SHEIN is a global fashion and lifestyle e-retailer dedicated to making high-quality products accessible to customers worldwide. Our agile supply chain uses on-demand manufacturing technology to reduce inventory waste, allowing us to deliver a wide range of affordable products to customers globally.With over 10 years of experience, SHEIN has grown...
-
Logistics Coordinator
4 weeks ago
Markham, Ontario, Canada Mobis Parts Canada Corporation Full timeJoin Mobis Parts Canada Corporation as a Logistics Coordinator and contribute to the company's success in its mission to provide safety and happiness to customers through innovation and technology.About the RoleThis position is responsible for supporting the headquarters with ad-hoc and regular report preparation, KPI management, PDC operation support, and...
-
Business Operations Strategist
3 weeks ago
Markham, Ontario, Canada Randstad Full timeRandstad is seeking a talented Cluster Business Analyst to join their team.About the RoleThis is a unique opportunity for an experienced and detail-oriented individual to work closely with senior management and cross-functionally, assisting with operational metrics and analytical needs.Key ResponsibilitiesGenerate insights and recommendations that support...
-
Business Development Specialist
3 weeks ago
Markham, Ontario, Canada SunSource Full timeSunSource is a leading designer and manufacturer of Pneumatic, Hydraulic and Precision machined components and systems.Estimated Salary: $70,000 - $90,000 per yearWe are seeking an experienced Business Development Specialist to join our team. The successful candidate will be responsible for selling company services to current and potential clients,...
-
Business Operations Coordinator
1 month ago
Markham, Ontario, Canada beBee Professionals Full time $45,000 - $60,000We are seeking a highly organized Business Operations Coordinator to manage daily office activities at beBee Professionals in Markham. This role is responsible for ensuring the smooth operation of office tasks, supporting staff, and maintaining administrative processes.Key Responsibilities:Manage incoming calls, emails, and correspondence on behalf of the...
-
Financial Operations Specialist
4 weeks ago
Markham, Ontario, Canada Vaco Full timeAbout the OpportunityWe are seeking a detail-oriented Financial Operations Specialist to join our team. As a key member of our financial operations department, you will be responsible for performing daily reconciliation of banking transactions for all companies and liaising with bank representatives as required.Key Responsibilities:Prepare data to support...
-
Business Operations Coordinator
2 months ago
Markham, Ontario, Canada beBee Professionals Full time $45,000 - $65,000We are seeking a highly organized and proactive Office Manager to join our team at beBee Professionals in Markham, Canada. In this role, you will be responsible for overseeing the daily operations of the office, ensuring a productive and efficient work environment.Key Responsibilities:Manage office operations, including scheduling, correspondence, and file...
-
Business Operations Manager
3 months ago
Markham, Ontario, Canada beBee Professionals Full time $75,000 - $110,000We are seeking a seasoned General Manager to lead our team at beBee Professionals in Markham, Canada. As a key member of our organization, you will be responsible for driving business growth, ensuring operational efficiency, and fostering a culture of excellence.Key Responsibilities:Develop and implement strategic plans to achieve business objectives and...
-
Senior Financial Operations Specialist
3 days ago
Markham, Ontario, Canada Extendicare Canada Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Operations Specialist to join our finance team at Extendicare Canada Inc. This role offers an exciting opportunity to work directly with our Manager of Finance, driving improved financial performance and supporting our business partners.Key Responsibilities:Manage the general ledger accounts and...
-
Business Development Executive
3 weeks ago
Markham, Ontario, Canada Sofina Foods Inc. Full timeAbout Sofina Foods Inc.Sofina Foods Inc. is a leading food company that offers a wide range of high-quality products to consumers across North America. As a Business Development Executive, you will play a key role in driving business growth and excellence across our operations network.Job SummaryWe are seeking a highly motivated and experienced Business...
Business Operations Specialist
2 months ago
We are seeking a highly motivated and organized Business Operations Specialist to join our team at Worldsource Wealth Management.
Job SummaryThis role is responsible for providing exceptional customer service by managing all aspects of onboarding new advisors, ensuring timely and accurate completion of tasks, and maintaining a positive customer experience throughout the onboarding process.
Responsibilities- Escalation Resolution: Resolve escalations related to new transition advisors promptly and accurately, applying strong business acumen and thorough investigation to address issues with a sense of urgency and exceptional service.
- Process Navigation: Navigate essential business processes effectively, demonstrate knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO.
- Data Accuracy: Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease.
- Collaboration: Collaborate with internal and external partners to gather necessary information, enabling other teams to perform their task accurately and ensuring timely, efficient information flow.
- Client Setup: Complete tasks related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, all while adhering to SLAs to provide seamless client experience.
- Account Updates: Update account information and collaborate closely with all internal stakeholders and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status.
- Communication: Manage and update client preference related to e-delivery for clients, statements, confirms, and tax forms ensuring smooth and accurate communication.
- Task Coordination: Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience.
- Language Skills: Fluent in both English and French is required.
- Education: Post-secondary education and/or 2 years in brokerage operation or transition of new advisor onboarding.
- Skills: Excellent communication and organizational skills, excellent attention to detail, and problem-solving skills, ability to work independently as well as in a team environment, knowledge of Dataphile, Unifide, or Inform is an asset.
The estimated salary for this position is $60,000 - $80,000 per annum, commensurate with experience.
