Associate, Business Operations, Advisor Success (12 Month Contract)

Purpose Unlimitedis 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 Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and isAdvisor Solutions by PurposeAdvisor Solutions by Purpose a subsidiary of Purpose Unlimited is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canadas Top 2023 Small and Medium Employers Advisor Solutions by Purposes end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals. For more information please visithttps:// Status: This is for a current : $70000 - $75000 Job DescriptionWho You AreYou are passionate and you are excited to provide delightful use insights to drive outcomes and are committed to delivering learning and growing as a you are excited about building something that will help transform the wealth management space in Canada we want to talk to you!Responsibilities: What you will do/ what you will ownAct as a key liaison between Advisors Portfolio Managers clients and custodians to ensure the timely and accurate inbound and outbound transfer of funds across client a strong understanding of documentation requirements for various account transfers (e.g. Non-Registered RRSP RESP TFSA LIF RIF Corporate Trust) and provide guidance to Advisors and Portfolio Managers as strong working relationships with Advisors Portfolio Managers and internal partners to deliver exceptional service. Proactively manage Advisor requests to streamline operations and reduce service Advisors and Portfolio Managers on the importance of accurate transfer form completion and clearly communicate timeline expectations in alignment with Operations and Compliance with Account Management teamto coordinate successful onboardings client maintenance and deliver a seamless client Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams (e.g. Engineering) to address workflow or functionality with Product on testing new feature rollouts and escalate matters to internal leadership or custodians when implement and refine processes in the transfer department to ensure exceptional client : What you will bring2-4 years of proven professional experience in the client servicing or operations client service and verbal and written communication analytical skills with a problem-solving mindset. Someone who can communicate complex ideas in a simple and easy-to-understand thrive (or 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 to have:Completion of the Canadian Securities Course (CSC) is an in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with other using Zendesk and Excel is an should you join usWe are one of Canadas Top Small & Medium Employers& believe in innovation and a vibrant culture-work for an innovative people-first financial services firm that values believe in a flexible work structureA flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards-Competitive compensation including equity care about your healthcomprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life -a flexible paid time-off policy covering vacation sick and mental health care about your family-Paid parental leave for eligible employees with a care about your futureGenerous Group RRSP matching and an optional TFSA care about your developmentWe offer training opportunities and tuition support Solutions by Purposeis an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process please contact any member of the People and Culture team thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and must be legally entitled to work in Canada. Immigration sponsorship is not offered for this may use artificial intelligence technology to assist in screening assessing or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.