Found Description
Operations Assistant
Location: Québec City, QC
Position type: Full-time, permanent
About the Role
The Operations Assistant supports the day-to-day execution of client work across investments, reporting, and general family office administration. The role is centred on accuracy, coordination, problem-solving and the steady handling of operational tasks. You will work closely with colleagues and clients across the business to help ensure the smooth running of Allister Team.
Key Responsibilities
- Assist with the processing and tracking of transactions, including subscriptions, redemptions, transfers, and cash movements, in coordination with custodians and administrators.
- Help maintain accurate client and account records, including static data, documentation logs, and contact information.
- Support the production and quality control of client statements and reports, including checking for ...
Ready to Apply?
Submit your application for Operations Assistant, Allister Team, Québec City at Andsimple
Apply Now