Toronto Corporate Office, Etobicoke, ON M8X 2X3, CAN

Description

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest chance is to create opportunity and meet people where they are.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Key Accountabilities

1. 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 offboarding 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

2. 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

3. 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

- Strong 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.

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!

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