Operations Associate (Contract)
Application Deadline: 1 June 2026
Department: Plan Administration
Employment Type: Fixed Term Contract
Location: Head Office
Reporting To: Allison To
Compensation: $20.00 - $20.75 / hour
Description
We are looking for a dedicated individual who thrives on challenges and can showcase their efficiency, a sense of ownership and responsibility as well as organizational and time management skills for an Associate position in the Plan Administration Team.
This is a 3 month contract position from July to September 2026 with opportunity for extension based on business needs.
CHALLENGES TO BE MET
- Fulfil incoming customer requests including withdrawals, RESP transfers, and other subscriber and beneficiary changes accurately and within established service standards
- Ensure all transactions are processed according to ESDC, CRA and RQ regulations
- Administer and maintain contracts according to operational and regulatory standards by ensuring adherence to Operational SOPs
- Provide SME expertise / UAT assistance in such projects as Statement of Account, Annual Tax Filing, and other system enhancements
- Provide timely feedback for process improvements and SOP updates
- Other tasks and duties assigned by the Manager
WHO WE ARE LOOKING FOR
You might be a good fit if you have…
- Minimum of 1-2 years of administrative experience preferably in the financial services industry
- Strong knowledge of registered products and mutual funds operations is an asset
- Aptitude for numbers, attention to detail and excellent investigative skills with the proven ability to proactively identify a problem and a solution
- Excellent interpersonal skills, conflict resolution skills to determine win-win solutions and outcome.
- Excellent written and verbal communication skills (English).
- Ability to quickly adapt to change, multitask with proven organizational and time management skills
- Ability to work in a fast-paced environment and meet deadlines while adhering to service standards
- Flexibility to work a schedule as demanded by the needs of the business as well as overtime at peak periods
- Security and privacy focused with the ability to maintain strict confidentiality
- Constantly strive to improve processes
- Working knowledge of Microsoft Office products
- Undergraduate diploma or degree preferred
Don’t meet every single requirement? That’s okay. We encourage you to apply anyway. We believe in investing in potential and supporting our team members as they grow into their roles. If this opportunity excites you, but your experience doesn’t align perfectly, we still want to hear from you.
