Operations Associate

We are currently seeking a highly organized self-starter to join our growing team as an Operations Associate. The successful candidate will report to the firm’s Operations Manager and support the firm’s Client Service Teams across trading, record keeping and reporting.

Primary Responsibilities

Client Record Keeping and Accounting

  • Update existing client records in database for valuations and capital changes
  • Analyze and interpret client fund transactions and capital activity
  • Review internal trade tickets and enter trades with the firm’s custodians
  • Reconcile trades to compliance trade logs ensuring all required information is on file
  • Create and issue client confirmations and quarterly statement reports
  • Monitor Cash and execute wire instructions from advising client consulting teams
  • Set up custodian trading sheets for review each month
  • Maintain updated processes and procedures for the team
  • Maintain relationships with outside administrators/mangers
  • Oversee operational activity for firm’s funds-of-funds (Access Fund operations)

Client Service Team Support

  • Assist client consulting teams with on-boarding new clients into the firm’s reporting system
  • Loading and maintaining new investments into the firm’s reporting system
  • Assistance with report generation – focus on customized reports when requested
  • Trouble shooting for staff when they encounter client administrative and reporting issues
  • Assist with collection and maintenance of KYC documents

Key Attributes

  • Proven client service orientation – you get energy from helping people
  • A high degree of accuracy, organization, and time management
  • Strong detail orientation with a keen sense for thorough documentation
  • Ability to prioritize and multi-task in a fast-paced work environment
  • Able to work well within a team environment and in a collaborative manner
  • Can handle complex issues and escalate as needed with appropriate urgency
  • Solid process orientation and ability to follow through on commitments
  • Comfortable with executing high value trades and wires
  • Able to examine the big picture and how your work adds value
  • Comfortable with speaking up and recommending more efficient practices

Compensation

  • Industry-competitive salary with a performance-based bonus structure
  • Health benefits via participation in the firm’s health spending account
  • Financial support for continued education
  • Three weeks’ vacation
  • Career advancement with demonstrated performance

To be considered send resume and cover letter to:

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We hire the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.

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