Associate, Fund Operations
6 days ago
**Identified as one of Canada’s Top Growing Companies**
*** Certified Great Place to Work**
**Associate, Fund Operations**
**About Pier 4 REIT**
At Pier 4 we're not just hiring we're building something great We are looking for individuals who want to be part of our exciting journey. Pier 4 REIT is a Real Estate Investment Trust focusing on acquisition of multi‐family residential properties. Our foundation is built on over 40 years in the real estate industry with vast experience in ownership, property management, and capital improvements. Inaugurated in 2020, the Trust’s portfolio currently spreads across two provinces and four cities. Driven by a passion for real estate, compounded with years of industry experience, Pier 4 REIT’s management team is destined to continue to grow and create diversification within their fund.
**Position Overview**
Reporting to the Senior Manager, Fund Operations the **Associate, Fund Operations** role is accountable for a variety of administrative and project related tasks that provide professional support. This position ensures processes and control standards are followed, while seeking to determine, develop, and participate in the implementation of improvement opportunities, contributing to the effective and efficient operation of the business.
**Key Responsibilities**
- Prepare and maintain all necessary documentation to support monthly closings and ensure all investment transactions are accurately captured and reconciled in a timely manner.
- Accurately record all investment activity within internal fund administration platform and ensure data integrity.
- Assist in the preparation of internal reports and timely completion of regulatory filings.
- Execute and verify fund distribution calculations and payments to unitholders, ensuring accuracy and adherence to scheduled timelines.
- Use appropriate tools to analyze fund data to identify discrepancies, operational risks and support process improvements.
- Manage and update investor and advisor databases, ensuring all required information is complete and accurate.
- Assist in responding to inquiries from advisors and investors, providing timely and accurate information and escalating complex issues as appropriate.
- Support initiatives involving external stakeholders such as dealing representatives, unitholders and external business partners.
- Use initiative to manage tasks based on risk, urgency and business impact.
- Contribute to internal projects and process improvements.
- Ability to work toward tight deadlines whilst maintaining attention to detail and accuracy.
- Work effectively within a team and contributing to a strong, collaborative culture.
**Requirements**:
- 1-3 years of Advisor Services/Operations experience in a fast-paced organization.
- Experience in the financial services, clients’ services or real estate industry is an asset.
- University degree preferred.
- Previous CRM experience required (HubSpot preferred).
- Strong organizational skills and ability to efficiently multi-task and prioritize work.
- Proficient in MS Office with strong skills in Excel; experience with Power BI, VBA and project management tools is an asset.
- Demonstrate ability to communicate and interact effectively at all levels of the organization.
- Excellent written/verbal communication skills to compose a variety of correspondence and ensure accuracy of material.
- Must be available outside regular office hours to handle issues as they arise.
- Highly organized, meticulous, and extremely detailed oriented.
- Bilingual in French or Mandarin is an asset.
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