<p><strong>Client Operations Specialist</strong></p><p><strong>Toronto, ON | Hybrid (4x a week in office)</strong></p><p><strong>Base salary: $70,000-$80,000</strong></p><p><strong>The Opportunity</strong></p><p>Our client, a growing and well-established investment management firm, is seeking a <strong>Client Operations Specialist</strong> to join their team. This role plays a critical part in supporting the full client lifecycle, ensuring seamless execution of account activity, operational accuracy, and regulatory compliance.</p><p>You will act as a key liaison across Client Relations, Portfolio Management, custodians, and internal teams, helping to deliver a high-touch client experience while maintaining strong operational controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day client account operations including deposits, withdrawals, transfers, and account updates</li><li>Coordinate incoming/outgoing asset transfers, account closures, and client offboarding processes</li><li>Administer fee structures, including setup, adjustments, and account closing fees</li><li>Set up and maintain recurring payment schedules (e.g., RRIF/LIF distributions)</li><li>Monitor account liquidity and partner with trading teams to support cash requirements</li><li>Maintain accurate client records and distribution lists to support reporting and communications</li><li>Assist in the preparation and delivery of client reporting, including statements and tax documentation</li><li>Support onboarding, KYC/AML updates, and ongoing regulatory documentation requirements</li><li>Liaise with custodians and internal stakeholders to resolve operational inquiries and ensure timely execution</li><li>Identify opportunities to enhance processes, controls, and overall operational efficiency</li></ul>
<p>We're recruiting for a Freelance Accessibility Specialist to conduct a comprehensive ADA/AODA compliance audit for two existing websites. The goal is to evaluate current accessibility standards, identify compliance gaps, and provide clear recommendations for improvement.</p><p><br></p><p>Project Scope</p><ul><li>Perform a full accessibility audit of two live websites</li><li>Evaluate compliance against ADA and AODA standards (WCAG 2.1 AA minimum preferred)</li><li>Identify accessibility barriers affecting users with disabilities</li><li>Provide a detailed written report outlining:</li><li>Areas of non-compliance</li><li>Severity level of issues</li><li>Recommended remediation steps</li><li>Prioritized action plan</li><li>Share the checklist or methodology used to conduct the audit</li></ul><p>Responsibilities</p><ul><li>Use both automated tools and manual testing methods</li><li>Review site structure, navigation, forms, media, and interactive elements</li><li>Assess keyboard navigation, screen reader compatibility, color contrast, and semantic structure</li><li>Deliver findings in a clear, organized, and actionable format</li><li>Be available to clarify findings and answer follow-up questions</li></ul><p><br></p>
