Establish strong collaborative working relationships with Business Partners from all three Distribution Teams
Manage and execute work in-take requests from our business partners via our Customer Management Tool (CRM) and our internal team email in-box
Accurately and efficiently create new advisor records and maintain data within CRM
Perform Internal Data Audits which include data analysis, identification of discrepancies and completing the notification procedures
Support the preparation and submission of JIRA tickets which could include data analysis, creation of submission file and verification of results
Identify improvements with our Business Operational Process documentation

University Degree or College Diploma in Business Administration or related field
1 to 3 years of hands-on experience with data creation and maintenance in Client Relationship Management (CRM) platforms
Proficiency with Microsoft Excel including advanced functions (V-Lookups, Pivot Tables)
Experience with Sales Enablement Tool, Event Management Tool, Business Intelligence and Analytics Software an asset

Flexible Benefits from the day you join to meet the needs of you and your family
Opportunity to move along a variety of career paths with amazing networking potential
Recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
Recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®

Operations Specialist, Distribution Operations Support

Key skills