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Added 25 mins ago
A
Forward Deployed AI Engineer - Senior Manager
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
…Engineering pods. We are building the largest FDE capability in the services industry. The engineers who join at this stage will define what the role looks like at scale and will have…
Added 41 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 56 mins ago
W
Self Checkout Attendant
Walmart
Prince Albert, SK
- Part-time
…opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing friendly, helpful service…
Added 56 mins ago
UO
Director, Office of Education
University of Alberta
Edmonton, AB
- Full-time
…Director, Office of Education to lead the academic administration services in the Office of Education. Reporting to the College General Manager, the Director provides strategic leadership…
Added 1 hour ago
TS
Program Coordinator – Warming Centre
The Salvation Army Canada and Bermuda Territory
Prince Albert, SK
- Full-time
Meets regularly to complete check ins with the Housing Services Manager to ensure continuity of services and alignment to program goals.
Added 1 hour ago
WC
(CAN) Leader des ressources humaines en magasin
Walmart Canada
MB · Saint-Laurent, MB
- Contract
Position Summary...The People Lead supports the Store Manager and leadership team by leading human resources functions that promote compliance, engagement, and operational excellence. This…
Added 1 hour ago
WC
Self Checkout Attendant
Walmart Canada
Prince Albert, SK
- Full-time
…opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing friendly, helpful service…
Added 1 hour ago
WC
Gérant de rayon leader, aliments
Walmart Canada
Alma, QC
- Full-time
Position Summary...The Food Lead Department Manager supports food area operations by working closely with the Food Assistant Manager to deliver a strong customer experience and efficient…
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Lachute, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
WC
(CAN) Associé, équipe de l’aire des caisses
Walmart Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Longueuil, QC
- Contract
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…spaces, advanced diagnostic technology, and innovative clinical services designed to meet the evolving needs of our growing…
Added 1 hour ago
WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Longueuil, QC
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 1 hour ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…
Added 1 hour ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Toronto, ON
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 1 hour ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Saint-Eustache, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 1 hour ago
TA
Inventory and Component Repair Sr. Manager
Top Aces
Saguenay, QC
- Full-time
The Inventory and Component Repair Sr. Manager (Inv and CR Sr. Manager) is responsible for leading inventory control and internal component repair operations at the Bagotville Repair Shop…
Added 1 hour ago
P
Quality Assurance Manager
Prysmian
Johnstown, ON
- $87,000 to $117,000 CAD / year
- Full-time
The Quality Manager will work closely with other members of the manufacturing operations team, engineering, and other support leaders to assure the effective implementation of quality…
Added 1 hour ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…while delivering a broad range of human resources programs, services, and initiatives. The Human Resources Generalist serves as a trusted resource for administration, benefits, learning and…
Added 1 hour ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
As a member of the Commercial Services team within the Business Banking Group, the Senior Manager, Credit Solutions, Commercial Services is responsible for the credit management,…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…behaviors, and performing duties related to the presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand…
Added 1 hour ago
W
(CAN) Gérant du service à la clientèle
Walmart
Longueuil, QC
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…

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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