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Added 11 mins ago
Retail Keyholder, Maje, Toronto Eaton Centre
SMCP NORTH AMERICA (US, CANADA)
Toronto, ON
…inclusivity, and corporate social responsibility, ensuring that our success is built on both innovation and care for our planet. By 2030, we aim to meet ambitious sustainability goals, all…
Added 11 mins ago
TM
Product Support Coordinator
Toromont Material Handling/ Manutention Toromont
Vaughan, ON
- Full-time
…for all work orders from opening to execution providing high customer service and effectively assisting with goals and objectives to support the Service…
Added 11 mins ago
M
Manager - Software Development
MDA
Brampton, ON
- Full-time
…the UK has the knowledge and know-how to turn an audacious customer vision into an achievable mission – bringing to bear a one-of-a-kind mix of experience, engineering excellence and…
Added 11 mins ago
C
Bilingual Communications Coordinator (*1 Year Contract*)
CAPREIT
Toronto, ON
- Other
Reporting to the Senior Manager, Strategic Resident Experience and Communications, the Bilingual Communications Coordinator will support a broad portfolio of strategic and operational…
Added 11 mins ago
AF
Branch Manager - Office 1705
Attain Finance
North Vancouver, BC
- Full-time
…for developing others, driving sales, and creating long-term customer relationships, we want to hear from you. Join us, and let’s achieve success…
Added 11 mins ago
RK
Office Services Clerk (1 year contract)
Rakuten Kobo Inc.
Toronto, ON · Kobo-ON-John Street
- $48,400 to $67,583.5 CAD / year
- Full-time
Reporting to the Facilities Manager, the Office Services Clerk will be the first point of contact at Kobo’s Toronto Headquarters. They will provide day-to-day administrative and operational…
Added 11 mins ago
KW
Administrative Specialist
Kintetsu World Express
Mississauga, ON
- Full-time
…this role, you will assist the Administration & Procurement Manager with a variety of administrative duties and requirements, helping to maintain organized processes and effective…
Added 26 mins ago
T
TDS Operations Analyst II, Client Enablement
TD
Toronto, ON
- Full-time
The Global Operations and Business Services team is a diverse and dynamic group of 850+ people delivering continued business success through leadership, collaboration, innovation and…
Added 26 mins ago
Interim Retail Store Manager
Fire & Flower Inc.
Ottawa, ON
The Interim Retail Store Manager is responsible for the daily operations and profitability of their assigned location(s), according to set goals and business objectives. Daily operations…
Added 26 mins ago
Warehouse Leadhand Kitchener
Tepperman's
Kitchener, ON
…to detail, and a focus on safety are essential qualities for success in this position. Excellent communication skills are also crucial for coordinating with other warehouse staff to ensure…
Added 26 mins ago
AP
Operations Manager | Calgary
Aspen Properties
Calgary, AB
- Full-time
We are pleased to announce we have an immediate opening for a team and service-oriented individual to fill an Operations Manager role based in Calgary.
Added 26 mins ago
IH
Production Lead - Day Shift
Innovative Heating Technologies
MB · Oak Bluff, Manitoba
- Full-time
…improving conditions for animal welfare, providing reliable customer support, and driving the industry into a new sustainable…
Added 26 mins ago
DS
DSU Volunteer
Dalhousie Student Union
Halifax, NS
- Volunteer
…demonstrate professionalism, leadership, teamwork, and excellent customer service while supporting students throughout academic…
Added 27 mins ago
L
5728 - Assistant Store Manager FT
Lids
Guelph, ON
- $19 to $20 USD / hour
- Full-time
Act as Manager on duty for any employee scheduling issues, customer complaints, etc. when Store Manager is not present.
Added 27 mins ago
TI
Commercial Installation Specialist
telMAX Inc.
Newmarket, ON
- $55,000 to $70,000 CAD / year
- Full-time
Reporting to the Manager, Field Operations within Customer Operations, you will own the day-to-day details of commercial installs: install planning, scheduling, contractor coordination,…
Added 27 mins ago
TI
Commercial Installation Specialist
telMAX Inc.
Markham, ON
- $55,000 to $70,000 CAD / year
- Full-time
Reporting to the Manager, Field Operations within Customer Operations, you will own the day-to-day details of commercial installs: install planning, scheduling, contractor coordination,…
Added 27 mins ago
L
5730 - Store Manager (H)
Lids
Nanaimo, BC
- $23 USD / hour
- Full-time
Manage and direct in-store team members to ensure optimal customer service that values customers’ time and supports overall store operations.
Added 27 mins ago
SH
Operations Manager
Sturgeon Heights Community Centre
Winnipeg, MB
- Full-time
In the Operations Manager role, you will help shape how the centre serves the neighbourhood
Added 42 mins ago
GT
QC Inspector
GeoSpectrum Technologies, Inc
Port Coquitlam, BC
- Full-time
…products meet the highest quality standards before they reach the customer, we'd love to hear from…
Added 42 mins ago
C
Pharmacy Assistant - 13th Ave Pharmacy
Co-op
Medicine Hat, AB
- Full-time
Reporting to the Pharmacy Manager, the Pharmacy Assistant works under the direct supervision of the Pharmacist on Duty and is responsible for supporting pharmacy operations by performing…
Added 42 mins ago
C
Liquor Clerk-Strachan Liquor
Co-op
Medicine Hat, AB
- Part-time
Reporting to the Liquor Manager, the Liquor Clerk is responsible for delivering exceptional customer service while supporting the day-to-day operations of the liquor store. This includes…
Added 42 mins ago
C
Gas Bar Supervisor - Brooks Gas Bar
Co-op
Brooks, AB
- Part-time
South Country Co-op is seeking a customer-focused and team-oriented Part-Time Gas Bar Supervisor to join our team at the Brooks Gas Bar in Brooks, AB. Reporting to the Gas Bar/C-Store…
Added 42 mins ago
R
Quality Analyst – Escape Management Specialist
RTX
Halifax, NS
- Full-time
…goods, to enabling emergency medical services, humanitarian operations, and wildfire suppression around the…
Added 57 mins ago
AT
Customer Success Manager - Aviation
Adoc Talent Management
Remote, Canada
- Full-time
- Remote
Adoc Talent Management is seeking a Customer Success Manager for its client, a growing company whose mission is to help the aviation industry become more sustainable through digital…
Added 57 mins ago
A
Senior Project Manager
ATCO
Calgary, AB
- Full-time
The Senior Project Manager reports to the Manager, Projects and is accountable for leading the delivery of complex and strategically significant capital projects across the project…

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.

Apply About employer

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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