We're looking for a Case Operations Associate to join our back-office team, processing and reconciling segregated fund transactions across multiple fund provider partners. We're a small company. Team size, resources, and support infrastructure are not comparable to a big bank or large insurer — you won't have the same layers of backup staff or established systems those environments have. ● As a small, growing company, we do not currently offer a advantages package company-wide. ● You'll need to adapt quickly when unexpected or urgent cases come in, sometimes outside a neat, predictable routine. ● This role is on-site at our Markham office, full-time — there is no remote or hybrid flexibility.

Key Responsibilities ● Process new business, fund switches, redemptions, and other segregated fund transactions accurately and within service-level timelines. ● Process and track investment loan cases, including loan applications, qualification screening, documentation, disbursement, interest calculations, repayment schedule reconciliation, and related client inquiries. ● Reconcile transaction and unit-holding data across fund provider systems and internal records. ● Liaise directly with fund provider back-office teams (including IA, Manulife, Canada Life, and Equitable) to resolve case-processing issues. ● Maintain accurate case status tracking and escalate at-risk or delayed cases proactively. ● Support periodic reconciliation sweeps and data-quality checks.



● Training Plan — How We'll Get You Up to Speed Since we're not requiring a finance background, we've built a structured onboarding path so you're not left to figure things out on your own: ● Weeks 1–2: Orientation to segregated funds, investment loans, and registered account basics, combined with shadowing experienced Case Ops staff on live cases and a hands-on introduction to internal systems and case-tracking tools. ● Ongoing coaching, periodic refreshers on compliance-sensitive procedures, and clear escalation paths for anything outside your current scope.

What We're Looking For ● Exceptional English communication skills required for daily interaction with advisors and institutions — this role requires frequent, clear communication with advisors and multiple fund provider institutions, so precision in language matters. ● 10+ years of general work experience (office, administrative, or other professional roles). Basic computer literacy and comfort with everyday office software, such as Word, Excel, and email, plus basic professional communication skills over email and phone. ● High attention to detail and comfort working with financial data where zero-error tolerance is required. ● Strong organizational skills and ability to manage multiple cases and deadlines simultaneously. ● Comfortable learning new skills and tools — full training provided for all aspects of the role. Full-time, permanent. ● Location: On-site at our Markham office. ● Compensation: CAD $50,000 + bonus. ●

📌 Remote Operations Specialist (Toronto)
🏢 AI Financial
📍 Toronto