Broker Channel Administrative Assistant

Description

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Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here:

The role: The Broker Channel Administrative Assistant provides centralized administrative support to the Broker Sales team, reporting to Director, Mobile Mortgage and Broker Sales this role is responsible for managing administrative tasks and coordination across teams.

The role supports efficient daily operations by ensuring documentation is organized, follow-ups are completed, and administrative processes run smoothly. This position enables BDMs to focus on broker relationship management by handling high-volume administrative and coordination activities.

Key Accountabilities

1. Administrative, Process and Compliance Support (80%)

• Create and distribute rate sheets on behalf of the BDM
• Follow established third-party risk management, broker onboarding, KYB, documentation, and ongoing monitoring processes to ensure consistency and control effectiveness.
• Document onboarding and review evidence to support audit readiness, management oversight, and regulatory expectations for third-party arrangements.
• Escalate exceptions, incomplete documentation, expired licensing or E&O coverage, negative media, regulatory concerns, fraud indicators, or overdue reviews to the appropriate BDM, Director, Compliance, Legal, or Risk partners as required.
• Maintain accurate administrative records in CRM / internal systems
• Support documentation accuracy, evidence retention, compliance requirements, and audit readiness for broker agreements, onboarding files, annual reviews, exception tracking, and offboarding records.
• Maintain tracking and reporting for onboarding status, annual review completion, expired or missing requirements, open exceptions, escalation status, and unresolved risk items.
• Support periodic reviews of broker files and active broker lists to confirm records remain current, complete, and aligned to internal policy and OSFI B-10 third-party risk management expectations.
• Identify administrative inefficiencies and raise improvement opportunities
• Assist with system updates or process changes as needed

2. Broker &Partner Administrative Support (5%)

• Respond to administrative inquiries from brokers related to documentation, onboarding status, ongoing review requirements, or established process expectations.
• Maintain and update broker information records
• Support coordination of communications between brokers and internal teams

3. General Administrative Duties (15%)

• Ensuring accurate information is in broker website, updating as needed
• Coordinating sales team’s SharePoint site, ensuring up to date materials, shared learnings, and team notes are accessible to the sales team
• Support audit requests and data gathering
• Perform general administrative tasks as assigned

Knowledge, Skills, and Abilities

• Strong attention to detail and accuracy in high-volume environments
• Excellent organizational and time management skills
• Ability to manage competing priorities across multiple stakeholders
• Strong coordination and communication skills
• Proficiency in Microsoft Office and CRM / workflow systems
• Ability to follow structured processes and ensure compliance
• Knowledge of mortgage broker industry and practices
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience
  
  

This posting is for a newly created position. Internal candidates are being considered.

Salary Range: $46,400.00 to $69,600.00 CAD

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Office Location: Toronto Corporate Office with the ability to travel to our St. Catharines office as needed. This is a hybrid work opportunity.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

What’s in it for you?

• We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
• We provide you with the tools and technology needed to delight your candidates and clients.
• You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
• Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with your colleagues.
• This is not your typical “corporate” job. We work hard and we have fun!

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.