Operations Associate (Contract)

Embark Student

1d

About The Position

We are looking for a dedicated individual who thrives on challenges and can showcase their efficiency, a sense of ownership and responsibility as well as organizational and time management skills for an Associate position in the Plan Administration Team. This is a 3 month contract position from July to September 2026 with opportunity for extension based on business needs.

Requirements

• Minimum of 1-2 years of administrative experience preferably in the financial services industry
• Strong knowledge of registered products and mutual funds operations is an asset
• Aptitude for numbers, attention to detail and excellent investigative skills with the proven ability to proactively identify a problem and a solution
• Excellent interpersonal skills, conflict resolution skills to determine win-win solutions and outcome.
• Excellent written and verbal communication skills (English).
• Ability to quickly adapt to change, multitask with proven organizational and time management skills
• Ability to work in a fast-paced environment and meet deadlines while adhering to service standards
• Flexibility to work a schedule as demanded by the needs of the business as well as overtime at peak periods
• Security and privacy focused with the ability to maintain strict confidentiality
• Constantly strive to improve processes
• Working knowledge of Microsoft Office products

Nice To Haves

• Undergraduate diploma or degree preferred

Responsibilities

• Fulfil incoming customer requests including withdrawals, RESP transfers, and other subscriber and beneficiary changes accurately and within established service standards
• Ensure all transactions are processed according to ESDC, CRA and RQ regulations
• Administer and maintain contracts according to operational and regulatory standards by ensuring adherence to Operational SOPs
• Provide SME expertise / UAT assistance in such projects as Statement of Account, Annual Tax Filing, and other system enhancements
• Provide timely feedback for process improvements and SOP updates
• Other tasks and duties assigned by the Manager

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree