Operations Associate, Advisor Success (12 Month Contract) at Purpose Unlimited
Toronto, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

05 Dec, 25

Salary

0.0

Posted On

06 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Analytical Skills

Industry

Financial Services

Description

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Job Description

  • You are passionate and you are excited to provide delightful service.
  • You use insights to drive outcomes and are compassionate.
  • You’re committed to delivering, learning, and growing as a team.


If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you!

REQUIREMENTS:

  • 2-4 years of proven professional experience in the client servicing or operations role.
  • Excellent client service and verbal and written communication skills.
  • Outstanding analytical skills with a problem-solving mindset. Someone who can communicate complex ideas in a simple and easy-to-understand way.
  • You thrive (or excel) in a fast-paced and deadline-driven environment. You must be able to prioritize and execute multiple tasks in a fast-paced, environment providing fast, friendly, and accurate service.

How To Apply:

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Responsibilities
  • Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure the timely and accurate inbound and outbound transfer of funds across client accounts.
  • Possess a strong understanding of documentation requirements for various account transfers (e.g., Non-Registered, RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust) and provide guidance to Advisors and Portfolio Managers as needed.
  • Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service. Proactively manage Advisor requests to streamline operations and reduce service disruptions.
  • Educate Advisors and Portfolio Managers on the importance of accurate transfer form completion and clearly communicate timeline expectations, in alignment with Operations and Compliance procedures.
  • Collaborate with Account Management team and back up as required—to coordinate successful onboardings, client maintenance and deliver a seamless client experience.
  • Support Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams (e.g., Engineering) to address workflow or functionality discrepancies.
  • Collaborate with Product on testing new feature rollouts and escalate matters to internal leadership or custodians when appropriate.
  • Design, implement, and refine processes in the transfer department to ensure exceptional client service.
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