Senior Operations Administrator

Melvin and Associates Employment Services Inc.; Toronto; On-site; CAD 50,000; Full time

Job summary

An established industry player in wealth management is seeking a Senior Operations Administrator to enhance operational efficiency in downtown Toronto. This role involves overseeing workflows, managing data entry, and assisting clients and portfolio managers. The ideal candidate will have 3-5 years of investment industry experience and exceptional Excel skills. Join a dynamic team where your contributions will directly impact client success and operational excellence. This is a fantastic opportunity for those looking to grow in a supportive, fast-paced environment.

Qualifications

• 3-5 years of experience in the investment industry required.
• Exceptional Excel skills and strong data entry accuracy.

Responsibilities

• Oversee operations and ensure efficiency in workflows.
• Manage data entry and assist clients and accountants.

Skills

Data Entry Accuracy

Excel Proficiency

Operational Workflows

Organizational Skills

Communication Skills

Education

Post-Secondary Degree

Canadian Securities Course (CSC)

Tools

Portfolio Management Systems

CRM Platforms

Job description

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Direct message the job poster from Melvin and Associates Employment Services Inc.

President at Melvin and Associates Employment Services Inc.

NOTE: This role is fully in-office (5 days) located in downtown Toronto.

My client, a boutique wealth management firm located in downtown Toronto is seeking an experienced Senior Operations Administrator to join their team.

Position Summary & Key Accountabilities:

• 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.
• Completion of a post-secondary degree.
• Completion of the Canadian Securities Course (CSC) or equivalent.
• Strong organizational and communication skills (written and verbal).

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Investment Management, Financial Services, and Investment Advice

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