We are seeking a Financial Services Associate to support daily financial operations, assist with client inquiries, and maintain accurate financial records. This role involves organizing financial information, reviewing documentation, and helping ensure client requests are handled efficiently. Remote or hybrid work arrangements are available in Toronto, Ontario.

Responsibilities

- Assist with routine financial service requests and client inquiries.
- Review financial documents for completeness and accuracy.
- Maintain organized client records and update account information.
- Prepare reports and supporting documentation for financial activities.
- Coordinate follow-ups on outstanding requests and documentation.
- Monitor records for inconsistencies and report discrepancies.




- Support daily administrative and operational tasks related to financial services.

Requirements

- Experience in financial services, administration, customer service, or a related field is an asset.
- Basic understanding of financial documents and administrative processes.
- Strong attention to detail and organizational skills.
- Ability to handle information accurately and maintain confidentiality.
- Good written and verbal communication skills.
- Basic proficiency with spreadsheets, email, and standard office software.

Pay: $63,000.00-$64,000.00 per year

Perks:

- Company events
- Work from home

Work Location: Hybrid remote in Toronto, ON

📌 Financial Services Associate (Toronto)
🏢 Brinexa
📍 Toronto