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We operate at the intersection of fast-paced growth and high-stakes innovation across a dynamic portfolio of financial companies that includes a FinTech business, an Exempt Market Dealer (EMD), a Mortgage Investment Corporation (MIC), and a Mortgage Administration firm.

To keep these diverse entities running smoothly, we need a versatile Operations Generalist to act as a weekly force multiplier for the entire company.

This is an all-hands operational support role designed to plug gaps, maintain documentation, and keep everyday business moving forward. You will serve as a flexible team member across all four corporate entities—handling everything from special projects and database management to cross-departmental administrative tasks. If you are an adaptable problem-solver who moves fast, embraces technology, thrives in organized chaos, and sees where help is needed before being asked, this role is for you.

Schedule & Location

- Role Title: Operations Generalist
- Type: Casual / Part-Time (Guaranteed 1 Day per Week)
- Days: 1 day a week (Specific day open to discussion)
- Hours: 11:00 AM to 5:30 PM (6.5 hours/week)
- Location: In-office in Vaughan, ON

What You'll Do

- Company-Wide "Gap Filling": Jump into whichever department, team, or process needs extra hands on deck to ensure smooth daily workflow across entities.
- Records Management & Filing: Organize and maintain structured digital filing systems, databases, and records (including SharePoint, Microsoft Access, or internal drives) to keep documentation audit-ready and compliant.
- Procurement & Vendor Coordination:



Assist with sourcing supplies, tracking procurement records, negotiating with software/office vendors, and managing vendor relationships.
- Special Projects & Timeline Tracking: Help drive key initiatives across the FinTech, EMD, MIC, and Mortgage Administration businesses—monitoring progress, updating schedules (via MS Project or tools like Asana/Monday.com), and removing operational bottlenecks.
- Meetings & Meeting Logistics: Organize meetings, prepare agendas, take precise meeting minutes, and track actionable follow-up items across teams.
- Communications & Customer Support: Draft business correspondence, handle incoming inquiries with exceptional customer service via phone or email, and coordinate with legal counsel, accountants, partners, and clients.
- Documentation & Reporting: Compile operational reports, format pitch decks, and build polished presentations using MS Office (PowerPoint, Word, Excel).

Who You Are

- Versatile Problem Solver: 2+ years of broad operational, administrative, or project support experience (background in Financial Services, FinTech, Legal, or Consulting is a plus).
- Technical & Financial Literacy: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)



alongside familiarity with database management (SharePoint, Access, MS Project) and modern project management software.
- Extreme Ownership & Proactivity: Excellent time management skills with a drive to spot operational gaps, manage multiple priorities, and execute without step-by-step hand-holding.
- Robust Interpersonal & Analytical Skills: Exceptional written/verbal communication in English, strong data interpretation abilities, and a customer-service mindset.
- Ironclad Discretion: Flawless integrity when handling sensitive corporate, financial, and client data.
- Commute-Ready: Able to reliably work in-person from the Vaughan office for your weekly shift.

Nice-to-Haves: Experience in wealth management, mortgage lending, or tech startups; bilingualism in French; familiarity with procurement processes. Compensation & Hiring Process

- Rate: $20.00 / hour
- Benefits: Company events, paid time off, and hands-on exposure to multi-industry business operations.
- Process: Resume Review → Brief Pre-Interview Assessment → In-Person Interview → Live Interview

Benefits

- Flexible schedule
- Work Location: In person

Note: In compliance with Ontario Employment Standards Act transparency guidelines regarding recruitment, please be advised that artificial intelligence (AI) technology and algorithm-based systems may be used to assist in the drafting of this correspondence, as well as the initial screening, automated testing, or assessment of applicants for this position.

📌 Operations Generalist (Vaughan)
🏢 Sagewise capital
📍 Vaughan