Senior Operations Administrator

Milestone Investment Counsel Inc; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a detail-oriented Senior Operations Administrator to enhance its operations team. This growth-focused role offers the chance to advance to Operations Manager, where you will oversee workflows, manage data entry, and support clients and portfolio managers. The ideal candidate will have 3-5 years of experience in the investment industry, exceptional Excel skills, and a strong understanding of portfolio management systems. Join a dedicated team committed to providing personalized wealth management services to high net-worth individuals in a dynamic and supportive environment.

Qualifications

• 3-5 years of experience in the investment industry is mandatory.
• Proficiency in portfolio management systems and CRM platforms.

Responsibilities

• Overseeing operations and ensuring efficiency in workflows.
• Managing data entry with accuracy and generating reports.

Skills

Investment Industry Experience

Portfolio Management Systems

CRM Platforms

Excel Skills

Attention to Detail

Organizational Skills

Communication Skills

Education

Post-Secondary Degree

Canadian Securities Course (CSC)

Job description

We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals.

Senior Operations Administrator – Path to Operations Manager

We are seeking an experienced Senior Operations Administrator to join our team, with a clear path to managing the operations team. This role is ideal for a highly organized and detail-oriented professional with experience in the investment industry, strong technological proficiency, and the ability to work with portfolio management systems and CRMs.

Position Summary & Key Accountabilities:

As a Senior Operations Administrator, you will play a critical role in our day-to-day operations and have the opportunity to grow into an Operations Manager. Responsibilities include:

• Overseeing operations and ensuring efficiency in workflows.
• Managing and overseeing data entry with accuracy.
• Filling out forms and applications required for investment operations.
• Generating reports and updating internal systems.
• Assisting clients, accountants, and portfolio managers as needed.
• Performing basic accounting tasks in Excel.
• Answering phones, greeting clients, and maintaining office supplies.
• Troubleshooting technological issues and implementing system improvements.

Qualifications:

• 3 to 5 years of experience in the investment industry is mandatory.
• Familiarity with operational workflows.
• Proficiency in portfolio management systems and CRM platforms.
• Exceptional Excel skills and strong data entry accuracy.
• Attention to detail and a process-driven mindset.
• Ability to learn and implement new systems efficiently.
• Completion of a post-secondary degree.
• Completion of the Canadian Securities Course (CSC) or equivalent.
• Strong organizational and communication skills (written and verbal).
• Team player with a positive attitude.

Remuneration:

• To be negotiated according to experience and commensurate with industry standards.

This is a growth-focused opportunity for a motivated professional looking to advance their career in investment operations. If you have the skills and ambition to take on a leadership role, we encourage you to apply!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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