Operations Specialist

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

Benefits offered by this job

Equity program

Hybrid work model

Health and dental benefits

Lifestyle Spending Account

Paid parental leave

RRSP matching

Tuition support

Job summary

Purpose Unlimited is seeking an Associate on the operations team to support client servicing by managing account applications, trade requests, and documentation workflows. You’ll collaborate with Investor Specialists and external institutions to ensure accurate, scalable processes and trusted client outcomes.

As routine processing shifts to AI-assisted workflows, you’ll own exceptions, relationships, and judgment calls.

Qualifications

• 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.
• Ability to communicate complex ideas clearly.
• Ability to prioritize and execute multiple tasks in a fast-paced environment.
• Experience in wealth management or financial services industry; cross-functional collaboration.
• Exposure to SQL and Excel for data analysis.
• Familiarity with process improvement or automation projects.
• Comfort with AI-assisted reconciliation/workflow tools.
• CSC is an asset.

Responsibilities

• Assist with handling various forms and inquiries from Investor Specialists related to new client account applications and documents.
• Manage transfers of accounts to/from other institutions for a smooth client transition.
• Work with Investor Specialists to settle estate accounts and ensure timely completion of documents.
• Monitor and process daily cash movements and fund valuations with accuracy and reconciliation.
• Communicate and collaborate with Investor Specialists to resolve issues efficiently.
• Liaise with external stakeholders to address unexpected problems and maintain service levels.
• Contribute to projects by providing support and insights to improve service delivery.
• Be passionate about client service and go the extra mile for clients.

Skills

Client servicing

Analytical skills

Communication

Cross-functional teamwork

Problem solving

AI-assisted workflows

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.