Senior Investment Operations Associate

1 month ago

Burlington, Canada Aligned Capital Partners Inc. Full time

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork,

service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in Burlington.


JOB OVERVIEW

In this role, the successful candidate will work with an internal team, as well as external parties to bring together information and solutions to provide best in class client support to all our

Financial Advisors. Our Client Experience team is the ‘go to’ for our Advisors and the relationship is based on the trust they have in our expertise and our ability to support them. You will be the primary point of escalation for urgent and in-depth branch inquiries that require enhanced industry and firm understanding. As a senior member of the team, administrative associates will report directly to you. You will be expected to lead team meetings and be a primary source of knowledge for the team. This includes driving investigations to find solutions to complex issues.


WHAT YOU WILL DO:

  • Manage members of an assigned client service team, making sure all team members are performing and executing their tasks at the highest level
  • Taking a team approach, support our Advisors in all process related matters and handle more complex inquiries
  • Deal directly with our back office to process documentation and troubleshoot operational & account issues
  • Collaborate with colleagues across the organization to facilitate daily activities
  • Process financial transactions related to Dealer activity
  • Raise and track client and/or operational issues
  • Promptly and proactively escalate matters as required
  • Work on project specific tasks and initiatives as directed


WHAT YOU WILL BRING:

  • 3-5 years of work experience providing client service in the investment, banking, or related industries
  • Knowledge of the Canadian investment landscape including an understanding of the functions of registered accounts
  • Completion of CSC and CPH courses or commitment to completion within 12 months of start date
  • A calm approach to a dynamic and fast-paced environment
  • Strong MS Office skills (Outlook, Word and Excel)
  • Creative and out of the box thinking when dealing with unique inquiries
  • A demonstrated collaborative approach to solving problems
  • Strong communication skills
  • Proven ability to manage high volumes with a positive and professional attitude
  • A friendly and service-oriented personality

  • Investment Senior Associate

    1 month ago

    Burlington, ON, Canada Aligned Capital Partners Inc. Full time

    ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in Burlington . You will be the...

  • Senior Investment Operations Associate

    1 month ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in...

  • Senior Investment Operations Associate

    1 month ago

    Burlington, ON, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in ...

  • Senior Investment Operations Associate

    4 weeks ago

    Burlington, ON, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in ...

  • Senior Investment Operations Associate

    2 months ago

    Burlington, Ontario, Halton, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork,service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in...

  • Investment Operations Associate

    7 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Investment Operations Associate** to join our Client Experience team in **Burlington**. **Position...

  • Ifm/uma Associate

    3 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time UMA (Unified Managed Accounts)/IFM (Investment Funds Management) Associate **to join our IFM/UMA team...

  • High-Level Investment Operations Specialist

    4 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a rapidly expanding investment dealer with a dynamic team striving to exponentially grow our business.We value teamwork, service excellence, creativity, and initiative in our corporate culture.This is an excellent opportunity for a full-time Senior Investment Operations Associate to join our Client Experience team in...

  • Senior Investment Professional, Asset Management Expertise

    3 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a leading investment dealer with a dynamic team looking to expand our business operations.We are currently hiring for a full-time Senior Investment Operations Associate to join our Client Experience team in Burlington.The Client Experience Team is the primary point of contact for our Investment Advisor clients, building trust...

  • Investment Business Development Specialist

    3 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Company OverviewAligned Capital Partners Inc. is a leading investment dealer that has experienced significant growth, with a dynamic team committed to expanding its business exponentially.The company's corporate culture emphasizes teamwork, service excellence, creativity, and initiative, creating a positive work environment for employees.Job SummaryWe are...

  • Investment Associate

    4 weeks ago

    Burlington, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Job Overview:Wellington-Altus Private Wealth Inc. is seeking a highly motivated and experienced Investment Associate to join our team in Burlington.About the Role:The Investment Associate will play a crucial role in providing investment advice, building client relationships, and ensuring compliance with relevant regulations. As an Investment Associate, you...

  • Financial Operations Expert

    4 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    **About Aligned Capital Partners Inc.**We are a dynamic investment dealer with an energetic team focused on exponential business growth. Our corporate culture fosters teamwork, service excellence, and innovation.Job Title: Senior Investment Operations AssociateLocation: BurlingtonWe seek a seasoned professional to join our Client Experience team as a Senior...

  • Real Estate Investment Development Associate

    2 days ago

    Burlington, Ontario, Canada Equiton Inc Full time

    About Equiton Inc:Established in 2015, Equiton Inc is a renowned leader in private equity investments with CAD $1 billion in Assets Under Management (AUM). Our exponential growth stems from our leadership team's expertise in the industry and their ability to create long-term wealth through real estate investing. Our forward-thinking strategy involves...

  • Investment Associate, Asset Management

    1 month ago

    Burlington, ON, Canada Aligned Capital Partners Inc. Full time

    ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to join our Client Experience team in Burlington. The Client Experience Team is the ‘go to’ for...

  • Investment Fund Sales Administrator

    7 months ago

    Burlington, Canada Equiton Partners Inc. Full time

    **About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments, with over $1 billion assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We’ve discovered that finding the right...

  • Wealth Management

    7 months ago

    Burlington, Canada Equiton Partners Inc. Full time

    Wealth Management / Financial Investment Sales Administrator About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth...

  • Investment Fund Management

    6 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Investment Fund Management (IFM) Associate **to join our growing team in...

  • Real Estate Investment Sales Professional

    4 weeks ago

    Burlington, Ontario, Canada Equiton Capital Inc. Full time

    At Equiton Capital Inc., we are seeking a seasoned sales professional to join our team as a Senior Associate in Asset Management.About UsWe are a leading private equity investment firm with over 1 billion CAD in Assets Under Management (AUM). Our exponential growth is driven by our forward-thinking approach, anticipating trends and adapting our strategies to...

  • Senior Associate

    3 days ago

    Burlington, Canada Equiton Inc Full time

    About Equiton:Founded in 2015, Equiton is a recognized leader in private equity investments with 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We have discovered that finding the right...

  • Operations Administrator

    6 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full time Operations Administrator - Investments **to join our Client Experience team in **Burlington**. **Position...