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Aligned Capital Partners Inc. (“ACPI”) is a fast-growing investment dealer with a dynamic management team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity and initiative. We are currently seeking a full time Financial Operations Associate to join our Finance team located in Burlington.
Position Overview
Reporting to the Manager of Finance the Financial Operations Associate assists with weekly and monthly billing, responding to client requests promptly, supporting ongoing initiatives and assisting team members as needed. Overall this role ensures day to day financial operations and accounting are supported.
What you will do:
- Enter Advisor data and review contracts
- Resolve client debits, working with Advisors to address discrepancies
- Respond to Advisor e-mails as needed
- Reconcile account reports weekly
- Assist with finance projects and continuous improvement initiatives
- Work both individually and closely with members of other teams across the organization as required to support Advisor requests
You will bring:
- Post secondary education, finance or related program is an asset. This is an entry level position
- Client Service experience
- Excellent time management including organization and effective prioritizing
- Proven attention to detail
- Strong interpersonal and communication skills
- Experience using Microsoft Office suite and Sharepoint
- Experience with PureFees (considered an asset)
What We Bring
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and well-being
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation in order to fully participate in our recruitment process, please call 905-639-5115.
