We are looking for a highly organized and detail-oriented Transition Coordinator to join our team in Toronto, Ontario. In this role, you will oversee complex transfer requests and ensure seamless transitions for elite clients, including Portfolio Managers and Introducing Brokers. As part of a collaborative team, you will play a key role in enhancing client experiences and driving process improvements. This is a long-term contract position offering a dynamic and engaging work environment.<br><br>Responsibilities:<br>• Investigate and process complex asset transfer requests with precision and attention to detail.<br>• Manage transition mailboxes and ensure transfers are initiated or reviewed within established service level agreements.<br>• Communicate with clients regarding incomplete transfer submissions and provide clear explanations for any rejections.<br>• Re-submit rejected transfer requests in compliance with requirements to ensure successful processing.<br>• Handle cash and securities journal entries efficiently and accurately.<br>• Collaborate with clients to resolve outstanding issues related to account transitions and provide excellent support.<br>• Identify trends in transfer initiation, asset rejections, and other processes to recommend improvements.<br>• Draft and update user guides and training materials to support process clarity and employee development.<br>• Generate both scheduled and ad-hoc reports for internal and external stakeholders.<br>• Participate in high-volume periods requiring overtime and maintain high performance under pressure.
We are looking for an organized and detail-oriented Coordinator to join our team on a long-term contract basis in Toronto, Ontario. In this role, you will provide essential administrative support to clients and collaborate with internal teams to enhance operational efficiency. This position offers a hybrid work environment, requiring 2-3 days in the office initially, and bilingualism in English and French is considered an asset.<br><br>Responsibilities:<br>• Deliver prompt and accurate administrative support to clients, ensuring inquiries are addressed efficiently and assignments are completed within established timelines.<br>• Collaborate with service evolution teams to provide seamless assistance and contribute to client satisfaction.<br>• Review and approve various administrative items, including de-registrations, bank transfers, foreign exchanges, internal account transfers, and fee setups.<br>• Identify and recommend process improvements to enhance business relationships and overall client experience.<br>• Maintain meticulous organization of daily activities, prioritize tasks effectively, and ensure all outstanding items are resolved.<br>• Utilize multiple technology platforms to develop a deep understanding of their interactions and operational impact.<br>• Actively contribute to fostering an inclusive and collaborative workplace culture.<br>• Take initiative to address challenges affecting the team and propose solutions.<br>• Support change management initiatives by encouraging positivity and continuous improvement.<br>• Perform other administrative duties as required to support team and organizational goals.
We are looking for a dedicated and detail-oriented Front Desk Coordinator to join our team on a long-term contract basis in Toronto, Ontario. This hybrid role requires a minimum of three days per week in the office, with new team members expected to spend additional time on-site. Reporting to the Manager, this position plays a crucial role in supporting Portfolio Managers and Introducing Brokers by ensuring exceptional service delivery and fostering strong client relationships.<br><br>Responsibilities:<br>• Develop and nurture strong client relationships by coordinating efforts across internal departments and divisions.<br>• Maintain high standards of customer service by keeping clients informed about new products, services, and developments relevant to their business needs.<br>• Promptly resolve client issues while identifying opportunities to enhance policies and procedures for improved service delivery.<br>• Review and approve daily administrative tasks, including bank transfers, foreign exchanges, de-registrations, and internal account transfers.<br>• Act as a liaison between clients and operational teams to ensure tasks are completed efficiently and proactively.<br>• Organize and document regular client meetings, addressing service and operational concerns while following up to ensure resolution.<br>• Provide clients with training and guidance on company policies and procedures that impact their business operations.<br>• Offer recommendations for process improvements to strengthen client relationships and enhance overall service quality.<br>• Represent the company professionally at client meetings and business functions.
We are looking for a motivated and detail-oriented Coordinator to join our team in Toronto, Ontario, on a long-term contract basis. In this role, you will support clients by ensuring administrative tasks are managed effectively and inquiries are addressed promptly. This hybrid position requires a commitment to providing exceptional service, as well as the ability to work collaboratively and adapt to new processes and systems.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to clients, ensuring tasks are completed accurately and within established service level agreements.<br>• Conduct daily reviews and approvals for administrative actions, including account transfers, fee setups, de-registrations, and foreign exchanges.<br>• Collaborate with service evolution teams to address client needs and deliver solutions.<br>• Proactively identify opportunities to improve processes and enhance client relationships.<br>• Respond to inquiries in a timely manner, offering clear and thorough communication.<br>• Assist in process optimization by recommending improvements that benefit both clients and internal operations.<br>• Maintain meticulous organization of daily activities, prioritizing tasks effectively.<br>• Work across multiple technology platforms, developing a strong understanding of system interactions.<br>• Contribute to fostering an inclusive and collaborative team environment.<br>• Undertake additional duties as required to support operational goals.
<p><strong>Job Description: Deployment Lead – Global Property Planning Transformation</strong></p><p><strong>Overview:</strong></p><p> Our client in North York is seeking a Deployment Lead, who is a critical member of the Property Planning Program leadership team. This role ensures property readiness, coordinates training, manages deployment wave planning, and drives adoption of new processes and systems across all global properties. The Deployment Lead partners closely with the Build PM and Data & Integrations PM to align on all deployment activities. This is a 6+ months engagement and working arrangement is 4 days onsite.</p><p><strong>Key Responsibilities:</strong></p><p>· Lead and track all pre-deployment property readiness activities, including business process alignment, completion of pre-work and validation tasks, and assurance of agreed readiness criteria.</p><p>· Ensure properties understand User Acceptance Testing (UAT), incorporate UAT learnings into training and readiness, and collect property feedback for continuous improvement.</p><p>· Oversee documentation and approval of business processes, internal controls, and SOPs prior to training development and go-live.</p><p>· Confirm training modules are finalized, reflect UAT learnings and finalized SOPs, and are delivered in the correct order.</p><p>· Coordinate logistics and communications for training, oversee training delivery for all key systems, monitor completion, and address knowledge gaps.</p><p>· Support change management efforts, including communications, readiness tools, and pre-go-live support activities (access, communication tools, etc.).</p><p>· Prepare properties and teams for go-live, supporting final cutover planning and execution.</p><p>· Oversee initial deployment activities, facilitate day 1 support and instructions, gather feedback, and monitor hypercare support.</p><p> </p><p><br></p><p><br></p>
<p>We are looking for a knowledgeable Dynamics CRM Analyst to join our team in Toronto, Ontario. This role is critical for optimizing and maintaining the Microsoft Dynamics 365 platform, ensuring it meets the evolving needs of the organization. You will collaborate with multiple departments to design workflows, provide technical solutions, and support strategic business goals.</p><p><br></p><p>Responsibilities:</p><p>• Administer the Microsoft Dynamics 365 platform, ensuring system stability, data integrity, and seamless integrations.</p><p>• Develop, refine, and implement custom workflows to streamline business processes and improve operational efficiency.</p><p>• Create and maintain dashboards and reports to deliver actionable insights for various business units, including marketing and sales.</p><p>• Collaborate with stakeholders to gather requirements and translate them into functional solutions within the system.</p><p>• Manage and resolve support tickets, providing timely assistance to end-users while identifying opportunities for long-term improvements.</p><p>• Customize the Dynamics 365 system to align with organizational needs, including scripting and advanced configuration.</p><p>• Monitor system security and compliance, implementing measures to safeguard sensitive data.</p><p>• Stay current with new features and updates in Microsoft Dynamics 365, recommending and implementing enhancements as appropriate.</p><p>• Provide training and guidance to users, ensuring they can leverage the system effectively.</p><p>• Coordinate with IT and other departments to integrate Dynamics 365 with other enterprise systems.</p>
We are looking for an entry level Business Analyst to join our team in Markham, Ontario, and contribute to the success of our non-profit organization. In this role, you will work closely with stakeholders to analyze business needs, develop solutions, and support decision-making processes. This is an excellent opportunity for an analytical individual seeking to grow their career in a collaborative and meaningful environment.<br><br>Responsibilities:<br>• Collaborate with stakeholders to gather, document, and analyze business requirements.<br>• Perform gap analyses to identify areas for improvement in existing processes and systems.<br>• Utilize tools such as Atlassian Jira and CRM platforms to track project progress and manage workflows.<br>• Create detailed Business Requirement Documents (BRDs) to support project objectives.<br>• Conduct AB testing and analyze results to provide actionable insights.<br>• Assist in the preparation and formatting of reports using Microsoft Excel.<br>• Contribute to the development and documentation of Agile Scrum practices.<br>• Support the team in creating and maintaining accurate project documentation.<br>• Communicate effectively with team members to ensure alignment on project goals.
We are looking for a talented D365 CRM Analyst to join our team in Guelph, Ontario. In this role, you will leverage your expertise in Microsoft Dynamics 365 and the Power Platform to develop and implement innovative solutions that address complex business needs. This is a permanent opportunity to collaborate with cross-functional teams and contribute to the optimization of core systems.<br><br>Responsibilities:<br>• Design and configure Microsoft Dynamics 365 solutions, including Power Pages, Power Automate flows, and Power Apps, to meet business requirements.<br>• Collaborate with stakeholders to gather and analyze system and client needs, translating them into effective technical solutions.<br>• Develop and implement custom enhancements, such as plug-ins, workflows, and integrations with third-party applications.<br>• Conduct rigorous testing, including unit and integration tests, to ensure system reliability and performance.<br>• Troubleshoot and resolve technical issues, maintaining data integrity and system functionality.<br>• Identify and implement opportunities for process automation and system improvements to enhance productivity.<br>• Work closely with solution architects to ensure alignment between technical designs and business objectives.<br>• Maintain documentation of system configurations, processes, and updates to support continuous improvement.<br>• Stay up-to-date with emerging technologies and best practices in Microsoft Dynamics 365 and related platforms.
