Job Description

About Us

Reformed in 2020, Ai Financial's core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services.

Our mission is simple: to empower all Canadians to achieve a happy, healthy, and prosperous retirement through financial investment.

We are seeking a detail-oriented and organized Financial Case Operator with COMMON SENSES to join our team. The successful candidate will be responsible for managing client records, ensuring smooth backend operations, and liaising with key partners, such as insurance companies and banks. This role is vital in supporting the company's financial operations and ensuring seamless workflow.

Key Responsibilities:

• Organize, review, and maintain client documents and records within the company's system.
• Assist in completing backend review tasks following established processes and requirements.
• Communicate and coordinate with external partners, including insurance companies and major banks.
• Perform additional duties as assigned by team leadership to support departmental needs.

Qualifications:

Skills:

• Strong communication skills, both written and verbal, with a proactive learning attitude.
• Exceptional attention to detail and the ability to summarize and organize information effectively.
• Strong organizational and planning abilities, with excellent time management skills to handle multiple tasks simultaneously.
• Proficient in MS Office Suite (Word, Excel, Outlook) and other office-related software.

What We Offer:

• A dynamic work environment that encourages learning and professional growth.
• Opportunities to work with leading financial institutions and partners.
• A supportive team culture with room for career development.

If you are a meticulous, efficient, and collaborative individual with a passion for financial operations, we encourage you to apply for this role.

Job Types: Full-time, Fixed term contract
Contract length: 12 months

Pay: From $40,000.00 per year

Additional pay:

• Bonus pay

Benefits:

• On-site parking
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Richmond Hill, ON L4B 3N2: reliably commute or plan to relocate before starting work (preferred)

Education:

• Secondary School (preferred)

Experience:

• Financial services: 1 year (preferred)

Language:

• English (preferred)

Work Location: In person