Business Operations Associate - Toronto, Canada - Purpose Unlimited

Purpose Unlimited

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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 by Purpose.

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.

Purpose Advisor Solutions is looking to onboard a talented Business Operations Associate for a 6 month contract role. This is a Hybrid role in Toronto.

Who You Are:

You are passionate and you are excited to provide outstanding 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

What you'll do:

Provide operational support to our partnering firms across the company, including Harness Investment Management, Foundation Wealth Partners & our White-Labelled PM Firms.
Process account transactions, and perform audit/reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.
Field all questions and concerns regarding deposits, withdrawals, money movement, and transfer inquiries. Effectively perform analysis on key problem areas or trends and escalate to Director as required.
Resolve discrepancies/ exceptions that frequently deal with nonroutine situations, requiring further analysis.
Act as the main point of contact for Advisors and Portfolio Managers regarding trade settlement, money movement, and account transferrelated inquiries.
Deliver on operational OKRs and continuously monitor their performance, deliver and own outcomes that affect our operational OKRs.
Adhere to regulations and execute best practices to drive continuous improvement.
Take a proactive approach to client solutions, collaborating effectively with external partners and colleagues to assess customer needs and deliver appropriate solutions.

We're looking for:

24 years of proven relevant experience in the client servicing or operational roles.
Excellent attentiontodetail, verbal and written communication skills.
Outstanding analytical skills with a problemsolving mindset.
Someone who is able to communicate complex ideas in a simple and easytounderstand way.
You thrive (or excel) in a fastpaced and deadlinedriven environment. You must be able to prioritize and execute multiple tasks in a fastpaced, environment providing fast, friendly, and accurate service.
Experience using SQL and Excel is an asset.

Nice to have: