The role:

​The Broker Channel Administrative Assistant provides centralized administrative support to the Broker Sales team, reporting to the Director, Mobile Mortgage and Broker Sales. This role is responsible for managing administrative tasks and coordination across teams. The role supports efficient daily operations by ensuring documentation is organized, follow‑ups are completed, and administrative processes run smoothly. This position enables BDMs to focus on broker relationship management by handling high‑volume administrative and coordination activities.

This posting is for a newly created position. Internal candidates are being considered.

Key Accountabilities

- Administrative, Process and Compliance Support (80%)
- Create and distribute rate sheets on behalf of the BDM
- Follow established third‑party risk management, broker onboarding, KYB, documentation, and ongoing monitoring processes to ensure consistency and control effectiveness.
- Document onboarding and review evidence to support audit readiness, management oversight, and regulatory expectations for third‑party arrangements.
- Escalate exceptions, incomplete documentation, expired licensing or E&O; coverage, negative media, regulatory concerns, fraud indicators, or overdue reviews to the appropriate BDM, Director, Compliance, Legal, or Risk partners as required.
- Maintain accurate administrative records in CRM / internal systems
- Support documentation accuracy, evidence retention, compliance requirements, and audit readiness for broker agreements, onboarding files, annual reviews, exception tracking, and off‑boarding records.
- Maintain tracking and reporting for onboarding status, annual review completion, expired or missing requirements, open exceptions, escalation status, and unresolved risk items.




- Support periodic reviews of broker files and active broker lists to confirm records remain current, complete, and aligned to internal policy and OSFI B‑10 third‑party risk management expectations.
- Identify administrative inefficiencies and raise improvement opportunities
- Assist with system updates or process changes as needed
- Broker & Partner Administrative Support (5%)
- Respond to administrative inquiries from brokers related to documentation, onboarding status, ongoing review requirements, or established process expectations.
- Maintain and update broker information records
- Support coordination of communications between brokers and internal teams
- General Administrative Duties (15%)
- Ensuring accurate information is in broker website, updating as needed
- Coordinating sales team’s SharePoint site, ensuring up to date materials, shared learnings, and team notes are accessible to the sales team
- Support audit requests and data gathering
- Perform general administrative tasks as assigned

Knowledge, Skills, And Abilities

- Solid attention to detail and accuracy in high‑volume environments
- Excellent organizational and time management skills
- Ability to manage competing priorities across multiple stakeholders
- Strong coordination and communication skills
- Proficiency in Microsoft Office and CRM / workflow systems
- Ability to follow structured processes and ensure compliance
- Knowledge of mortgage broker industry and practices




- Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Salary Range

$46,400.00 to $69,600.00 CAD

Office Location

Toronto Corporate Office with the ability to travel to our St. Catharines office as needed. This is a hybrid work opportunity. Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

What’s in it for you?

- We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
- We provide you with the tools and technology needed to delight your candidates and clients.
- You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
- Hybrid work arrangements with in‑person office time to collaborate, innovate, and build relationships with your colleagues.
- This is not your typical “corporate” job. We work hard and we have fun!

Experience the Difference!

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

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📌 Broker Channel Administrative Assistant (Toronto)
🏢 Meridian Credit Union
📍 Toronto