Operations Specialist

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 is Purpose InvestmentsPurpose Investmentsis an innovation- driven asset management company with over $20 billion under management offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments goal is to constantly innovate and make investing simple intuitive and affordable for Status:This is for a current :$65000 - $80000Job DescriptionThe RoleAs a key member of the operations team the Associate supports client servicing by managing account applications trade requests and documentation workflows. Youll work daily with Investor Specialists and external institutions to resolve what automation cant and youll help design the processes that let the team scale without losing accuracy or care. This role sits at the point where client trust is won or lost in the details: an account transfer that moves cleanly an estate settled with care a discrepancy caught before it becomes a clients problem. As routine processing shifts to AI-assisted workflows this role owns the exceptions the relationships and the judgment calls that keep the operation : What You Will Do/ What You Will OwnAssist with handling various forms and inquiries from Investor Specialists related to new client account applications trade requests and other documents that need to be processesManage the process of transferring accounts to/from other institutions to ensure a smooth transition for clientsWork closely with the Investor Specialist team to manage the settlement of estate accounts ensuring all required documentation is collected and the process is completed in a timely and efficient mannerMonitor and process daily cash movements into the funds ensuring accuracy and reconciliation of any discrepanciesMonitor and track daily valuations ensuring they are accurate and reconciling any differencesCommunicate and collaborate with Investor Specialists on any unresolved issues to ensure efficient resolutionLiaise with external stakeholders or partners to address and resolve unexpected problems that may ariseContribute to various projects by providing support and insight with the aim to optimize service deliveryBe passionate about client service willing to go the extra mile for the opportunities to reconcile routine cash movements and flags exceptions automatically (ie. Automation of first-pass validation on daily fund valuations pre-fills of standard account application and transfer forms tracking documentation status generates routine status updates for Investor SpecialistsQualifications: What You Will Bring2-4 years of proven professional experience in client servicing or operations client service and verbal and written communication analytical skills with a problem-solving who can communicate complex ideas in a simple and easy-to-understand must be able to prioritize and execute multiple tasks in a fast-paced environment providing fast friendly and accurate in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with other departments. Experience with SQL and Excel for data analysisExposure to process improvement or automation projectsComfort working alongside AI-assisted reconciliation or workflow toolsYou thrive in a fast-paced and deadline-driven of the Canadian Securities Course (CSC) 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 Investmentsis 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 We 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.