Business Operations Associate

2 days ago

Toronto, Canada Purpose Advisor Solutions Full time

Company Description
**Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Purpose Advisor Solutions, and Driven.

**Who is Purpose Advisor Solutions?**

**Purpose Advisor Solutions** provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry. We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business. We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.

Job Description
**What you will do**
- Field all questions and concerns regarding deposits, withdrawals, and money movement inquiries. Effectively perform analysis on key problem areas or trends and escalate to Director as required
- Process transactions, perform audit/reconciliation activities and/or other activities in accordance with established priorities, and deadlines on a timely, accurate, and efficient basis
- Resolve discrepancies/exceptions that frequently deal with non-routine situations, requiring further analysis
- Act as the main point of contact for advisors regarding trade settlement and money transfer related inquiries
- Deliver on operational OKRs and continuously monitor its’ performance, deliver and own outcomes that affect our operational OKRs
- Adhere and execute to best practices and drive continuous improvement
- Take a proactive approach to client solutions, collaborating effectively with partners and colleagues to assess customer needs and deliver appropriate solutions

**Who you are**
- You are passionate and you are excited to provide delightful service
- You use insights to drive outcomes and are compassionate
- You're committed to delivering, learning, and growing as a team

If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you

Qualifications
**What you will bring**
- 2-4 years of proven professional experience in the client servicing or operations** **role
- Excellent client service and verbal and written communication skills
- Outstanding analytical skills with a problem-solving mindset
- Someone who is able to communicate complex ideas in a simple and easy-to-understand way
- You thrive & excel in a fast-paced and deadline-driven environment
- You must be able to prioritize and execute multiple tasks in a fast-paced, environment providing fast, friendly, and accurate service

**Nice to have**
- Completion of the Canadian Securities Course (CSC)
- Experience in the wealth management or financial services industry
- Good understanding of back office, middle office wealth management operations

Additional Information
**Why should you join us?**
- ** We believe in an innovative and vibrant culture** - Work for an innovative, people-first, financial services firm that values entrepreneurialism
- ** We believe in flexibility **- A flexible hybrid work model that empowers you to do your best work whether at home or at the office
- ** We care about your rewards **- Competitive compensation including bonuses & equity programs
- ** We care about your health** - Comprehensive group health, dental benefits, and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs
- ** We care about your quality of life** - A flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
- ** We care about your family **- Paid parental leave for eligible employees with top-up
- ** We care about your future **- Generous Group RRSP matching and TFSA program in Purpose funds
- ** We care about your development **- We offer training opportunities and tuition support year-round

In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

For safety reasons, Purpose Advisor Solutions has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

  • Business Operations Specialist

    3 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Company OverviewIsaac Operations is a leading provider of operational consulting services, with a reputation for solving complex problems in the front-line operational and financial sectors. Our team is passionate about delivering high-quality solutions that drive business success.We value work-life balance and offer a comprehensive benefits package to...

  • Operations Business Associate

    7 days ago

    Toronto, Ontario, Canada Autofleet, Ltd. Full time

    Job DescriptionWe are a leading provider of fleet management solutions, supporting the world's largest vehicle fleet operators and transportation providers in optimizing existing operations and launching new business models.The Business Operations Associate will play a key role in our business team, leading strategic processes with partners worldwide. This...

  • Business Operations Associate

    3 days ago

    Toronto, Ontario, Canada Teleperformance Full time

    About UsTeleperformance is a global leader in client experience management and contact center business process outsourcing. We have over 500,000 employees worldwide and focus on developing an efficient and responsible hybrid organization, combining work-from-home and on-site solutions.We provide services in 300 languages and dialects and are ranked 11th in...

  • Business Operations Associate

    2 weeks ago

    Toronto, Canada Elemy Full time

    **Business Operations Associate, Growth (Remote)**:**Who We Are at Elemy**: Elemy is building the first managed marketplace for in-home chronic medical care, starting with pediatric autism. Our AI-powered technology matches families with like-minded therapists, resulting in better care that helps children learn new behaviors and reach life-changing...

  • Association & Affinity Business - Operations

    2 days ago

    Toronto, Canada Trisura Guarantee Insurance Company Full time

    At Trisura, we expect more because we believe it can be done better. We are a young, growth oriented team with a commitment to exceptional talent and have been named one of Canada’s Top Small and Medium Employers since 2017. Our growth and our entrepreneurial style, niche market position and development opportunities ensure that our people see the results...

  • Business Operations

    2 weeks ago

    Toronto, Canada BusPatrol Full time

    **Job description: Business Operations & Strategy Associate** **Location**:Remote (Canada) **Travel**:Negligible **Manages Others**:No **Education**:Bachelors' Degree required; Business Administration, Finance or STEM majors preferred*** **Experience**:3-5 years relevant experience working in broad operations roles or Finance/FPA. Experience completing...

  • Business Operations and Strategy Associate

    2 weeks ago

    Toronto, Canada BusPatrol Full time

    Location: Remote (Canada) Travel: Negligible Manages Others: No Education: Bachelors’ Degree required; Business Administration, Finance or STEM majors preferred Experience: 3-5 years relevant experience working in broad operations roles or Finance/FPA. Experience completing corporate rotational programs is a plus. Must be data oriented, with an ability...

  • Operations Strategist

    2 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Operations Strategist RoleIn this exciting role, you will work with clients to identify areas for improvement and develop strategies to increase efficiency and effectiveness. As an Operations Strategist, you will conduct on-site research to understand performance issues and causes of lost time on the production line, analyze historic production, waste and/or...

  • Associate, Commercial Strategy

    1 day ago

    Toronto, Canada MLSE Full time

    **Company Description** At Maple Leaf Sports & Entertainment Partnership (MLSE), we are committed to creating an inclusive workplace that is representative of our community and where all employees feel they belong and can reach their full potential. We are Canada’s preeminent leader in delivering top quality sport and entertainment experiences and one of...

  • Associate, Strategy and Business Operations

    2 weeks ago

    Toronto, Canada Cohere Full time

    **Who are we?** - Cohere is focused on building and deploying large language model (LLM) AI into enterprises in a safe and responsible way that drives human productivity, and creates magical new ways to interact with technology and real business value. We’re a team of highly motivated and experienced engineers, innovators, and disruptors looking to change...

  • Business Associate

    1 day ago

    Toronto, Ontario, Canada American Income Life AO - Kelechi Ikpeawujo Full time

    Are you ready to jumpstart your career in business operations?Join our dynamic team as a Business Associate and embark on an exciting journey with us.Our team is driven by innovation, collaboration, and a commitment to excellence in everything we do.Role Overview: As a Business Operations Associate, you will play a pivotal role in supporting our daily...

  • Sales Operations Coordinator

    4 weeks ago

    Toronto, Canada Isaac Operations Full time

    Location:Isaac Operations219 Dufferin St.Suite 300AToronto, ON M6K3J1, CANWhile technically we’re an operational consultancy, we don’t like to call ourselves consultants. We’re a collection of engineers, innovators, and creators who work with companies across industries to simplify the complex, realize untapped potential, and uncover opportunities. We...

  • Sales Operations Coordinator

    1 week ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Location:Isaac Operations219 Dufferin St.Suite 300AToronto, ON M6K3J1, CANWhile technically we're an operational consultancy, we don't like to call ourselves consultants. We're a collection of engineers, innovators, and creators who work with companies across industries to simplify the complex, realize untapped potential, and uncover opportunities. We know...

  • Frontline Consultant

    2 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Job DescriptionWe're seeking a Frontline Consultant - Operations to join our team. In this role, you will work closely with clients to identify performance issues and develop strategies to improve efficiency. Your analytical skills and conceptual engineering expertise will enable you to analyze historic production, waste and/or financial data and develop...

  • Operational Excellence Specialist

    2 days ago

    Toronto, Ontario, Canada Isaac Operations Full time

    Company OverviewAt Isaac Operations, we pride ourselves on being a forward-thinking organization that tackles complex problems in the front-line operational and financial sectors. Our team has been recognized for its innovative approach to delivering exceptional results for our clients. As an Operational Excellence Specialist, you will be part of a dynamic...

  • Associate Business Risk

    2 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** Position summary Reporting to the VP Business Risk - Operational Risk - RBC Clear, the employee will be responsible for identifying, designing controls to mitigate operational risk. Operational risk is the risk associated with our people, processes, systems not doing what they should. Controls could be system...

  • Territory Business Associate

    3 days ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    Key ResponsibilitiesThe District Sales Associate will be responsible for providing operational support to sales teams, including:• Territory operational support with a strong focus on attention to detail and time management• Creating and implementing their business plan in collaboration with the District Vice-President and Business Development Manager...

  • Business Process Improvement Associate

    1 day ago

    Toronto, Ontario, Canada Agilus Work Solutions Full time

    Business Process Improvement AssociateWe are looking for a skilled Business Process Improvement Associate to join our team at Agilus Work Solutions. As a Business Process Improvement Associate, you will play a critical role in identifying opportunities for process improvement and implementing changes to enhance our financial operations.Main...

  • Business Operations HR Associate/Manager

    2 weeks ago

    Toronto, Ontario, Canada Shakudo Full time

    About the Job & ShakudoAt Shakudo, we are building the world's first operating system for data and AI. We use the term operating system in the truest sense of the word. Like iOS, Windows and Linux, Shakudo's end-to-end OS offers ever-evolving, automatically operated, best-of-breed open-source components tailored to each business's unique needs.As a Business...

  • Operations Associate

    2 weeks ago

    Toronto, Canada Stifel Nicolaus Canada Inc. Full time

    **_Location: Toronto, ON_** We are looking for an experienced & motivated Operations Associate to join the Stifel Canada team. The Operations Associate will be responsible for preforming a variety of administrative functions in support of the Operations department and the Sales/Trading team to facilitate a smooth operation for the firm. If you are...