JOB TITLE:  Operations Associate

BRANCH NAME:  Assante Capital Management Ltd.

BRANCH LOCATION:  Toronto, ON

POSTING DATE:  August 19^th, 2025

APPLICATION DEADLINE:  Until filled

HOURS PER WEEK:  37.5

CONTACT:  Valerie Barriault (vabarriault@assante.com)

JOB DESCRIPTION

We’re looking for a reliable, detail-oriented professional to join our team in an operations role focused on mutual fund processing and administrative support. Our well-established financial advisory practice serves a loyal and growing client base, and we pride ourselves on delivering excellent service through collaboration and teamwork.

In this role, you’ll be the backbone of our day-to-day operations handling mutual fund transactions, managing client paperwork, and supporting the advisor and two account managers. While you won’t be directly client-facing, your work will be essential in ensuring our services run smoothly, compliantly, and on time.

This position is a great fit for someone who takes pride in accuracy, can work independently, and thrives in a structured but friendly environment. If you’re seeking meaningful, steady work where you’ll be a valued part of the team, this opportunity could be the perfect match.

EXPERIENCE AND QUALIFICATIONS

• Minimum 2 years experience in the financial services industry, preferably with a CIRO Dealer.
• IFC (Investment Funds in Canada) certification or CSC (Canadian Securities Course) an asset.
• Intermediate Excel skills (formulas, filters).
• Strong organizational skills, with the ability to manage multiple priorities and deadlines.
• Familiarity with CRM software (e.g., Salesforce).
• Strong interpersonal communication skills.

DUTIES AND RESPONSIBILITIES

• Trade execution & processing: Book mutual fund transactions with accuracy and efficiency. Ensure all mutual fund trades are submitted in a timely manner and align with firm policies and compliance standards.
• Internal Team Support: Support advisors and account managers by assisting in preparing paperwork, tracking outstanding items, and assisting with the administrative steps involved in account maintenance.
• Recordkeeping & Systems: Maintain and update client records in internal systems and filing structures. Ensure information is organized, current, and easily accessible for team members and compliance audits.

ADDITIONAL NOTES

This is a full-time hybrid role, with a mix of in-office and remote work with core hours of 9:00 AM to 5:00 PM, Monday through Friday, with flexibility depending on business and personal needs.

We offer a supportive team environment, health benefits, opportunities for continuing education and professional development.

If you're someone who values stability, flexibility, and a positive, team-oriented culture, and you enjoy knowing your work makes a real impact behind the scenes, we encourage you to apply. You’ll be joining a respectful, experienced team and working closely with a kind and supportive advisor who values your contribution every day.

Please apply with your current resume and a cover letter to:

Valerie Barriault: vabarriault@assante.com

We thank all applicants but only those selected for an interview will be contacted.