Mutual Fund Operations Associate

Job Title: Mutual Funds Operations Analyst (Hybrid, Toronto)

Location: Toronto, ON (Hybrid – 4 days onsite, near M5S 1M2)

Duration: 12 months (Oct. 26, 2026 – Oct. 25, 2027)

Hours: Monday-Friday, 8:30 am – 5:00 pm

Compensation: $30.00/hr + 4% vacation pay

Extension/Conversion: Possible, based on business needs and performance

About the Role

Join a highly collaborative, close-knit team of 20 professionals supporting business-as-usual (BAU) operations in a dynamic financial environment. This crucial role offers growth, ongoing support, and the opportunity to build your expertise in mutual funds processing. You’ll receive robust training and be empowered to contribute to a culture that values accuracy, collaboration, and compliance.

Key Responsibilities

• Process mutual fund trades and settlements efficiently and accurately.
• Investigate and resolve transaction breaks and discrepancies.
• Handle FundSERV transactions and manage money movements.
• Use Excel macros and advanced spreadsheet techniques to support operations.
• Deliver high-quality customer service and respond to internal inquiries.
• Maintain compliance with all operational and regulatory procedures.
• Participate in daily team huddles (approx. 15 minutes).

Your Interactions

• Work closely with internal team members - no direct customer-facing responsibilities.
• Responsible for accessing sensitive customer financial data.

Ideal Candidate Profile

• Education: University graduate in a related field.
• Experience: 2-4 years in retail banking, mutual funds, or financial operations. Previous experience with trade settlements and/or Canadian Securities Course (CSC) designation is an asset.
• Technical Skills:
• Advanced Microsoft Excel (including formulas, pivots, and macros).
• Proficient with Microsoft 365 (Excel, Word, Outlook).
• Tech-savvy; quick to learn internal systems.
• Soft Skills:
• Strong verbal and written communication.
• High attention to detail and accuracy in a compliance-sensitive environment.
• Adaptable, quick learner, collaborative, and analytical.

What We Offer

• Comprehensive 2-week training program.
• Opportunity for contract extension and/or conversion based on performance.
• Supportive team culture and career development opportunities.

Disqualifiers

• Short-term contracts or frequent job changes may disqualify applicants.
• Previous employment with select financial institutions may preclude eligibility.

Interested candidates are encouraged to apply with a detailed resume reflecting their relevant experience. Only those meeting the above requirements will be contacted.

Use AI for Hiring: Our recruitment process for this role includes the use of AI-based tools to help evaluate candidate qualifications and screen applications.

Why Kelly?

At Kelly®, we’re committed to finding rewarding opportunities that help you thrive - both professionally and personally. We partner with leading organizations across industries, connecting talented individuals to roles that fit their skills, interests, and goals. As part of the Kelly team, you’ll have access to a diverse network, ongoing career support, and resources to help you succeed. We value inclusion, respect, and work-life balance, and we offer competitive pay and benefits. Join us and discover what’s next for your career!