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Added 11 mins ago
XT
Territory Manager Capital Sales
Xcite Tech
Ottawa, ON
- Full-time
Xcite Technologies is looking for a driven, competitive Territory Manager to grow our capital equipment business across Ontario.
Added 11 mins ago
P
Community Manager, Silvie Ambassadors
Pontosense
Toronto, ON
- Full-time
Added 11 mins ago
A
Concepteur de produits principal/ Senior Product Designer
Acumatica
Montreal, QC
- Full-time
…member of the discovery team, they collaborate with the Product Manager, Business Analyst, Engineering Lead, and backend developers to translate business requirements into validated,…
Added 11 mins ago
T
Security Agent
Techo-Bloc
Chambly, QC
- Part-time
Act proactively to detect, monitor, and report any potential security threats - dangerous situations, suspicious behavior, or other concerns - promptly notifying the Security Manager;
Added 11 mins ago
GC
Part-time Booking and Entertainment Services Host - Toronto
Great Canadian Entertainment
Toronto, ON
- Part-time
Position Summary: Under the general direction of the Entertainment & Booking Manager, this person is an energetic, customer service focused individual who will strive to build, sustain, and…
Added 26 mins ago
TC
Service Advisor
Toromont Cat
Concord, ON
- Full-time
…people's strengths, our products, technology and an outstanding customer experience and through our strong partnership with Caterpillar ™, Toromont Cat takes care of our employees who take…
Added 26 mins ago
M
Senior Customer Marketing Manager
Midnite
Remote, Canada
- Full-time
- Remote
As Senior Customer Marketing Manager, you’ll bring senior-level lifecycle and CRM expertise to our growing Canadian business. You’ll work with central CRM and BI to turn customer insight…
Added 26 mins ago
T
Product Operations Manager
TEKsystems
Ottawa, ON
- $60 to $70 CAD / hour
- Contract
Added 41 mins ago
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Security Agent
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Part-time
Act proactively to detect, monitor, and report any potential security threats - dangerous situations, suspicious behavior, or other concerns - promptly notifying the Security Manager;
Added 42 mins ago
Assistant Health & Safety Manager
Salit Steel
Toronto, ON
…our team plays a unique role in contributing to our overall success. We are an integrated network of companies and partners that delivers steel solutions across North America. Now in our…
Added 42 mins ago
Corporate Store Supervisor II
Bulk Barn
Kitchener, ON
The Corporate Store Supervisor II is responsible for directly working with the Corporate Store Manager and retail store team to ensure service excellence, business profitability and team…
Added 56 mins ago
P
Lifecycle Marketing Manager, Silvie
Pontosense
Toronto, ON
- Full-time
…push and in-app. You'll work with growth, content, product and customer support, and you'll be hands-on in the tools yourself. This is a building role. Silvie's lifecycle program doesn't…
Added 1 hour ago
P
Lifecycle Marketing Manager, Silvie
Pontosense
Toronto, ON
- Full-time
…push and in-app. You'll work with growth, content, product and customer support, and you'll be hands-on in the tools yourself. This is a building role. Silvie's lifecycle program doesn't…
Added 1 hour ago
CR
Food Services Manager
COGIR Real Estate
Windsor, ON
- Full-time
Embrace the role of Culinary Manager and become a values-driven leader adept at managing our culinary and dining department. Your flair for creativity and culinary expertise will come to…
Added 1 hour ago
K
US Sales Manager for Children's Online Courses (Remote)
Kodland
Remote, Canada
- Full-time
- Remote
Experience in sales, customer service, customer success, tutoring, or coaching
Added 1 hour ago
D
Senior Manager, Vendor Operations
Deluxe
SK
- Full-time
The Senior Manager, Vendor Operations is a senior leadership role responsible for overseeing the execution and continuous improvement of end-to-end dubbing vendor operations.
Added 2 hours ago
RV
Commercial Manager – Industry Key Accounts
Royal Van Leeuwen
Bolton, ON
- Full-time
…from own expertise area and drive together the development and success of the local…
Added 2 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 2 hours ago
GI
Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
- Full-time
…support our shop, production efficiency, and overall project…
Added 2 hours ago
MH
Sr. Platform Engineer
MedMe Health
Remote, Canada
- $116,000 to $156,000 CAD / year
- Full-time
- Remote
Bonus: GCP or Azure experience alongside AWS, since our footprint and customer requirements are diversifying
Added 3 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 3 hours ago
CG
Seasonal Retail E-Commerce Associate
Compass Group Canada
AB · Edmonton, AB
- $15.75 CAD / hour
- Part-time
Communicate with E-Commerce Supervisor/E-Commerce Manager regarding any issues with orders, product selection, etc.
Added 3 hours ago
CG
Concessions Manager (Rogers Place)
Compass Group Canada
AB · Edmonton, AB
- Full-time
…food and beverage experiences for our partners and guests. Our success is driven by strong leadership, operational excellence, and a collaborative, people-first…
Added 3 hours ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
…helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the growth, productivity and readiness of advisors within Sun Life’s Advisor…

Collabera

Operations Assistant - EXCEL - Bank/Finance

Toronto, ON, Canada

$20 to $22 CAD / hour · Contract

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Applications open in a new tab.

Job details

Pay: $20 to $22 CAD / hour
Job type: Contract
Apply by: Dec 3, 2026
Experience: 2–3+ years of financial services industry experience.
Posting language: English
Posted: Nov 3, 2026

Original job description

Note: Advanced Excel skills and financial services experience are mandatory. The manager will reject profiles that do not have both.

Job Description

Daily Responsibilities

Dealer Relations Support (50% of time)

Maintain dealer contacts with current and accurate information.
Draft and distribute dealer notices in a timely manner.
Review daily new salesperson reporting and email inquiries; ensure accurate system entry within SLA.
Monitor, flag, action, and file emails from the generic Dealer Relations inbox.
Respond promptly to dealer inquiries and requests via phone, email, and workflow tools.
Reconcile commission and trailer fee payments accurately and within agreed timelines.
Escalate complex issues to the senior management team.

Trust Accounting Reconciliation Support (50% of time)

Manage daily reconciliations and submit match/clear requests for outstanding items in TLM.
Ensure journal entries are submitted before deadlines using standard formatting.
Review outstanding breaks daily and address unresolved breaks to prevent exceeding clearing timelines.
Add notes, reason codes, and reassign breaks in TLM to appropriate Business Units for items outstanding 2 days over the net clearing period (NCP).
Attest daily to management that notes and reason codes are current on all items outstanding 2 days over NCP.
Conduct detailed investigations of outstanding items and submit supporting documentation to Business Units.
Follow up weekly with Business Units for progress updates on break clearing.
Record Expected Clearing Dates for long-standing breaks and provide periodic updates.
Identify cumbersome or outdated processes and recommend improvements.

Success Measures

Work completed on time and accurately.

Essential Program/Technology/Software Knowledge

Excel to do trust accounting reconciliation and create/update macros to improve processes.

Must-Have Skills, Experience, and Qualifications

2–3+ years of financial services industry experience.
Advanced Excel skills.
Strong communication, organizational, and prioritization skills.
Critical thinking and problem-solving abilities.
Ability to manage multiple competing priorities in a fast-paced environment.
Demonstrated relationship-building and interpersonal skills.
Collaborative mindset with growth orientation.
Adherence to outlined processes and complex procedures.

Nice-to-Have Skills, Experience, and Qualifications

Bilingualism (French and English).
Mutual Fund Back Office or Dealer Back Office operational experience.
Strong knowledge of the investment fund industry and Fundserv distribution network.

The expected base salary range for this position is $20 – $22 per hour, depending on experience, skills, and internal equity.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

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More about this job

Responsibilities

Support dealer relations by maintaining contact records, handling inquiries and notices, entering salesperson information, and reconciling commission and trailer fee payments. Perform daily trust accounting reconciliations in TLM, investigate and follow up on outstanding breaks, submit journal entries and supporting documentation, and recommend process improvements.

Requirements

Requires 2–3 or more years of financial services experience and advanced Excel skills, including the ability to use and improve macros. Candidates should also have strong communication, organizational, prioritization, problem-solving, and relationship-building skills, and be able to manage competing priorities while following complex procedures.

Skills

Advanced Excel
Financial Services Experience
Trust Accounting Reconciliation
Dealer Relations
Commission Reconciliation
Journal Entries
TLM
Email Management
Communication
Organization
Prioritization
Critical Thinking
Problem-Solving
Relationship Building
Process Improvement
Attention to Detail

Visa sponsorship

Not detected in the job text

Keywords

Advanced Excel
Macros
Financial Services
Trust Accounting
Reconciliation
Dealer Relations
TLM
Journal Entries
Commission Payments
Trailer Fees
Mutual Funds
Dealer Back Office
Fundserv
Business Units
Outstanding Breaks
Net Clearing Period
Reason Codes
Expected Clearing Dates
Process Improvement
Workflow Tools

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