On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Operations Associate to join their team.
The Operations Associate will play a key role in ensuring smooth daily operations by managing client accounts, processing transactions, reconciling records, and supporting compliance. You will collaborate with Portfolio Managers and other teams to deliver efficient, high-quality client service.
Responsibilities
Weekly Book Value Reconciliation:
Investor Data Management:
Cash Management
Statement Production & Client Service Support
General Responsibilities
Skills and Qualifications
Seniority level: Associate
Employment type: Full-time
Job function: Customer Service and Administrative
Industries: Investment Management, Investment Advice, and Financial Services
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Operations Associate • Toronto, ON, CA
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