Operations And Finance Administrator (P/T)

Operations & Finance Administrator (P/T)

Ternion Financial Services is an Exempt Market Dealer (EMD) seeking a part time Operations & Finance Administrator who is ready for a new challenge. We are a growing company looking for the right candidate to grow with us, with the possibility of becoming a full time Office Manager position.

Join a revolutionary financial technology company based in Bobcaygeon, ON, focused on expanding access and liquidity for real estate investing.

The essential roles and responsibilities include, without limitation:

• Managing and overseeing the corporate finances for office and facilities management across the
• Flow projections and portfolio analysis.
• Organization.
• Assisting with and managing the creation of periodic reports, financial analysis and investor cash
• And events.
• Coordinating departmental programs, such as meetings, seminars, workshops, special projects,
• Liaise and communicate with prospective high net worth, institutional, and other investor clients.

Administration

• A minimum of 2 years experience
• Manage office operations, including the preparation of contracts, guiding the organization's sales goals, forming and maintaining relationships with the organization's affiliates and partners, and identifying and cultivating potential partnerships
• Assisting with client document preparation and submission for processing.
• Completing data entry of accounting information into QuickBooks.
• Arrange and attend executive team meetings; take, distribute, and archive meeting minutes.
• Coordinate and implement company-wide social events.
• Communicating directly with WPTC (must have RRSP knowledge).
• To a positive conclusion.
• Maintaining social media platforms (Facebook, Twitter, LinkedIn, Google reviews, etc.)
• Helping tomanage and build relationships with Ternion’s investors and assisting with client investment transactions.
• Updating and maintaining internal corporate software, Exempt Edge.
• Handling inbound, unsolicited prospect calls and converting them into sales.
• Managing and processing client and vendor invoices.
• Develop sales strategies and ensure follow-ups are completed by passing leads to Sales Account Managers with calls-to-action, scheduling appointment dates, complete profile information, sources, and sending confirmation email to clients.
• Handling client concerns by clarifying, emphasizing agreements and working through differences

•Assisting with the hiring and training of new staff.

Skills

•University degree in Accounting, Business, or Finance.

in Finance or related specialization.

• Advanced knowledge of RRSP’s
• Open-minded and collaborative team player with the willingness to help others.
• Exceptional written and verbal communication skills with strong attention to detail.
• A background check, satisfactory to the employer, may be required of the successful applicant
• Ability to analyze, problem solve and work independently with minimal direction.
• Prior to commencing employment.
• Must be legally eligible to work in Canada without employer sponsorship.

Core Competencies

• Clear communication
• Creative and innovative thinking
• Adaptability/ Flexibility
• Leadership and staff management
• Customer service focused, with strong ethics and integrity
• Problem solving and results focused
• Decision making and judgement
• Teamwork
• Accountability and dependability
• Time management
• Quality orientation
• Enforcing laws, rules and regulations

Inclusion and Equal Employment Opportunity

We are committed to fostering a diverse, inclusive, and accessible work environment. We value the unique skills and experiences everyone brings. If you require accommodation, don't hesitate to contact us to make arrangements. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or other legally protected factors.

We thank all applicants in advance for their interest in this position. However, only those selected for an interview will be contacted.