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Added 1 hour ago
Senior Customer Associate - Calgary Financial Centre, AB (30 hours/week) Contract- March, 2028
Scotiabank
AB · Calgary, AB
…customers first, and our priority is to help them achieve their financial…
Added 1 hour ago
Store Associate
The Salvation Army in Canada
Airdrie, AB
Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 1 hour ago
Patient Service Representative
The University of Kansas Health System
Pavilion 1, BC
Part-time
…ambulatory clinic. This work role is responsible for front desk operations including greeting and checking in customers and visitors, answering calls, copay collection, completing MyChart…
Added 1 hour ago
Retail Store Coordinator, Full time, Winners-Lionhead
TJX Canada – Winners, Marshalls, HomeSense
Brampton, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 2 hours ago
Customer Experience Associate - Sherbrooke, QC - 37.5 hours/week
Scotiabank
Sherbrooke, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 hours ago
Store Associate
The Salvation Army Canada and Bermuda Territory
Airdrie, AB
Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 2 hours ago
Bilingual Field Operations Associate
Grainger Canada
Quebec, QC
Full-time
This unique hybrid KeepStock / Branch role supports both business functions in a particular market. The Field Operations Associate will have the ability to serve key customers both in the…
Added 3 hours ago
Associate Director - Senior Business & Portfolio Manager
RBC
Bedford, QC
Full-time
Client, Banking, Data Analytics, and Digital Technology (CBDDT) is seeking an individual to lead the Financial Operations, Vendor Management, and Workforce Strategy for the Platform…
Added 3 hours ago
Sales Enablement Coordinator
Trimble Inc.
Richmond Hill, ON · Canada - Richmond Hill, Ontario (Applanix)
Full-time
Cross-Functional Operations Backup: Become fully trained in core order processing workflows to serve as an indispensable backup during peak quarter-end pushes, high-volume periods, and team…
Added 3 hours ago
Loan Processor Agri-Access and Leasing
Compeer Financial
Compeer, SK
Full-time
Collaborates with Financial Officers (FOs) across all Compeer locations to obtain pre-qualification information, including gathering prospect or client information (e.g. drivers’ licenses,…
Added 3 hours ago
Sales Enablement Coordinator
Trimble Inc.
Richmond Hill, ON
Full-time
Cross-Functional Operations Backup: Become fully trained in core order processing workflows to serve as an indispensable backup during peak quarter-end pushes, high-volume periods, and team…
Added 4 hours ago
Bilingual Field Operations Associate
Grainger Businesses
Quebec, QC · VILLE DE QUEBEC, Queb
This unique hybrid KeepStock / Branch role supports both business functions in a particular market. The Field Operations Associate will have the ability to serve key customers both in the…
Added 4 hours ago
Financial Analyst
Helic & Co
Canada
Full-time
You will report to the Associate, Financial Reporting & Compliance.
Added 5 hours ago
Postdoctoral Affairs Officer
University of Toronto
Toronto, ON
Working under the general direction of the Associate Director, Graduate Awards, Operations and Postdoctoral Affairs, the Postdoctoral Affairs Officer serves as the primary resource for…
Added 5 hours ago
Retail Store Coordinator Full time Winners - Lionhead
The TJX Companies, Inc.
Brampton, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 5 hours ago
Retail Store Coordinator, Full time, Winners-Lionhead
The TJX Companies, Inc.
Brampton, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 5 hours ago
Operations Coordinator
Penske
Ottawa, ON
Full-time
The Operations Coordinator will complete administrative processes of the branch (branches) that support operational efficiency, effectiveness, customer satisfaction and profitability. The…
Added 6 hours ago
Customer Experience Associate - Sources Blvd, DDO Qc (22,5H/Week)
Scotiabank
Dollard-Des Ormeaux, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 6 hours ago
Customer Experience Associate, Part-Time - Pilot Sound Branch, Edmonton, AB (11.25 Hours/Week)
Scotiabank
Edmonton, AB
Part-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 6 hours ago
Universal Financial Associate - Deer Park
Servus Credit Union
Red Deer, AB
Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 7 hours ago
Mutual Fund Operations Associate
Kelly
Toronto, ON
Contract
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…
Added 8 hours ago
Customer Experience Associate (Contract) - Huntsville Place Mall Branch (22.5 Hours/Week)
Scotiabank
Huntsville, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 hours ago
Litigation Assistant
The Canada Life Assurance Company
Winnipeg, MB · London, ON
Reporting to the Associate Manager, Litigation Operations, you will provide administrative and practice support to the Litigation Team. Applying your education, experience, and business…
Added 9 hours ago
Registered Pharmacy Technician
Cencora
AB · Edmonton, Alberta
Full-time
Leads pharmacy support operations to meet throughput and quality targets across queues and tasks. Coordinates preparation of audit-ready records, logs, and reconciliations, correcting…
Added 9 hours ago
Structured Finance Back Office- Associate
Societe Generale
Montreal, QC
Full-time
Global Banking Technology & Operations (GBTO) delivers day-to-day services to Global Banking & Investor Solutions (GBIS) Business Units and their clients. With IT & Operations teams working…

Kelly

Mutual Fund Operations Associate

Toronto, ON, Canada

Pay: Compensation: $30.00/hr + 4% vacation pay
Job type: Contract
Apply by: Oct 31, 2026
Experience: Experience: 2-4 years in retail banking, mutual funds, or financial operations.
Posting language: English
Posted: Oct 1, 2026

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Original job description

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!

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More about this job

Responsibilities

Process mutual fund trades and settlements, manage FundSERV transactions and money movements, and investigate transaction discrepancies. Use advanced Excel tools, respond to internal inquiries, and follow operational and regulatory procedures.

Requirements

A university graduate in a related field with 2–4 years of experience in retail banking, mutual funds, or financial operations is sought. Candidates should have advanced Excel and Microsoft 365 skills, strong communication and analytical abilities, and careful attention to accuracy; trade settlement experience or the Canadian Securities Course designation is an asset.

Skills

Mutual Fund Trade Processing
Trade Settlements
Transaction Break Resolution
FundSERV Transactions
Money Movements
Advanced Microsoft Excel
Excel Formulas
Pivot Tables
Excel Macros
Microsoft 365
Customer Service
Regulatory Compliance
Attention To Detail
Written Communication
Verbal Communication
Analytical Skills

Benefits

Vacation Pay
Training
Career Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Mutual Funds
Financial Operations
Retail Banking
Trade Processing
Trade Settlements
FundSERV
Money Movements
Transaction Breaks
Microsoft Excel
Excel Formulas
Pivot Tables
Excel Macros
Microsoft 365
Microsoft Word
Microsoft Outlook
Canadian Securities Course
CSC
Regulatory Compliance
Operational Procedures
Customer Financial Data
Business-As-Usual Operations
Internal Inquiries
Financial Services
Investment Management

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