Private Client Operations Specialist – Wealth Management

Hillsdale Investment Management Inc.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Performance bonus

Paid vacation time

Health care spending account

Commuting reimbursement

Access to a stocked kitchen

Catered lunches

Monthly employee events

Charitable giving program

Job summary

A financial investment firm located in Toronto is seeking an Operations Associate for the Private Client Investment Services team. This key position requires excellent organizational and communication skills to manage operational processes and support high-net-worth clients. Candidates should possess a related Bachelor's degree and a minimum of two years of operations experience in financial services. The firm offers a competitive salary range of CAD $70,000 to $90,000 alongside various employee benefits including performance bonuses and health care support.

Qualifications

• Minimum of two years of operations experience within the financial services industry.
• Experience in working on custodian platforms and wealth management software.
• Intermediate to Advanced Microsoft Office knowledge, especially Excel.

Responsibilities

• Manage daily operational processes, including trade entry and compliance documentation.
• Support client onboarding, ensuring all forms are accurate and complete.
• Maintain accurate CRM data and assist with reporting and dashboards.

Skills

Organizational skills

Communication skills

Attention to detail

Logical thinking

Customer service

Education

Bachelor’s degree in finance/business

CSC, CFA, CIM, or CFP enrollment/completion

Tools

Microsoft Office (Excel)

Salesforce (Apex)

SQL

Python

Job description

A financial investment firm located in Toronto is seeking an Operations Associate for the Private Client Investment Services team. This key position requires excellent organizational and communication skills to manage operational processes and support high-net-worth clients. Candidates should possess a related Bachelor's degree and a minimum of two years of operations experience in financial services. The firm offers a competitive salary range of CAD $70,000 to $90,000 alongside various employee benefits including performance bonuses and health care support.