Operations Specialist

Purpose Investments; Vancouver; Hybrid; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Equity program

Hybrid work model

Health & dental benefits

Life insurance

Lifestyle Spending Account

Generous paid time off

Parental leave

Tuition support

Job summary

Purpose Investments is hiring an Associate to support client servicing in a fast-paced wealth management environment. You will handle account applications, transfers, and documentation workflows, collaborating with Investor Specialists to ensure accuracy and timely processing.

As routine processing shifts toward AI-assisted workflows, you will own exceptions, client relationships, and judgment calls to maintain the operation's trustworthiness. Prior wealth management experience is a plus.

Qualifications

• 2-4 years of client servicing or operations experience.
• Excellent client service and verbal/written communication.
• Strong analytical and problem-solving skills.
• Ability to explain complex ideas clearly.
• Ability to prioritize and manage multiple tasks in a fast-paced setting.
• Experience in wealth management or financial services, cross-functional collaboration.
• Familiarity with SQL and Excel for data analysis.
• Exposure to process improvement or automation projects.

Responsibilities

• Assist with handling client account applications, trade requests, and documents.
• Manage account transfers between institutions for smooth client transitions.
• Coordinate with Investor Specialists on estate account settlements and documentation.
• Monitor daily cash movements and fund valuations for accuracy.
• Collaborate with Investor Specialists to resolve unresolved issues efficiently.
• Liaise with external stakeholders to address issues and risks.
• Support projects aimed at improving service delivery and automation.
• Maintain a client-centric approach and go the extra mile for clients.

Skills

Client servicing

Analytical thinking

Communication

Multi-tasking

Wealth management knowledge

SQL

Excel

Attention to detail

Deadline-driven

Education

Canadian Securities Course (CSC)

Tools

SQL

Excel

Job 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, Advisor Solutions by Purpose, and Driven.

Who is Purpose Investments?

Purpose Investments

is 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 everyone.

Vacancy Status: This is for a current opening.

Compensation: $65,000 - $80,000

Job Description

The Role

As a key member of the operations team, the Associate supports client servicing by managing account applications, trade requests, and documentation workflows. You'll work daily with Investor Specialists and external institutions to resolve what automation can't, and you'll 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 client's problem. As routine processing shifts to AI-assisted workflows, this role owns the exceptions, the relationships, and the judgment calls that keep the operation trustworthy.

Responsibilities: What You Will Do/ What You Will Own

• Assist with handling various forms and inquiries from Investor Specialists related to new client account applications, trade requests and other documents that need to be processes
• Manage the process of transferring accounts to/from other institutions to ensure a smooth transition for clients
• Work 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 manner
• Monitor and process daily cash movements into the funds, ensuring accuracy and reconciliation of any discrepancies
• Monitor and track daily valuations, ensuring they are accurate and reconciling any differences
• Communicate and collaborate with Investor Specialists on any unresolved issues to ensure efficient resolution
• Liaise with external stakeholders or partners to address and resolve unexpected problems that may arise
• Contribute to various projects by providing support and insight with the aim to optimize service delivery
• Be passionate about client service – willing to go the extra mile for the client.
• Investigate 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 Specialists

Qualifications: What You Will Bring

• 2-4 years of proven professional experience in client servicing or operations roles.
• Excellent client service and verbal and written communication skills.
• Outstanding analytical skills with a problem-solving mindset.
• Someone who can communicate complex ideas in a simple and easy-to-understand way.
• You must be able to prioritize and execute multiple tasks in a fast-paced environment, providing fast, friendly, and accurate service.
• Experience 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 analysis
• Exposure to process improvement or automation projects
• Comfort working alongside AI-assisted reconciliation or workflow tools
• You thrive in a fast-paced and deadline-driven environment.
• Completion of the Canadian Securities Course (CSC) is an asset.

Why should you join us?

• We are one of Canada's Top Small & Medium Employers' 2023, 2024, 2025 & 2026.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health – comprehensive 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 needs.
• We care about your quality of life - a flexible paid time-off policy covering vacation, sick, and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top-up.
• We care about your future – Generous Group RRSP matching and an optional TFSA program.
• We care about your development – We offer training opportunities and tuition support year-round.

Purpose Investments is 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 at [e-mail]. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.

We 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.