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).