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Compunnel Inc.
Operations Analyst I -- AMADC5696329

Operations Analyst I -- AMADC5696329

Remote

Ontario, Canada

Junior

Freelance

09-12-2025

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Skills

Time Management Salesforce Prioritization Research Attention to detail Training

Job Specifications

The Operations Specialist is responsible for research and administration of routine and complex financial and non-financial transactions using all applicable systems for Wealth clients and/or Advisors while providing superior quality, meeting all published service levels, within a client centric service model.

Wealth is a leading national Canadian dealership serving approximately 1,100 independent advisors.

Key Responsibilities/ Typical Day in Role

Process requests received through Salesforce or other means, while communicating directly with other internal partners, advisors, or our back-office provider; ensuring daily service levels are met with internal and external partners;
Follow-up on issues; investigate and/or escalate complex cases as needed;
Performing quality control
Participates in special projects/assignments; perform other duties as required.

Attributes:

Effective organizational, prioritization, and time management skills;
Excellent interpersonal skills an ability to communicate effectively with all levels of staff;
Ability to work in a fast paced team environment.

Candidate Requirements/Must Have Skills:

Minimum of 2 years’ experience in the financial services industry;
Required to complete any training/courses required
Superior attention to detail and accuracy;
Demonstrated proficiency in MS Office;

Nice-To-Have Skills:

Experience with Dataphile or Salesforce is an asset;
Successful completion of IFIC Operations Course is an asset.

Education:

Bachelor's degree is required

About the Company

Compunnel, Inc., founded in 1994 and headquartered in New Jersey, is at the forefront of providing customized workforce and digital transformation solutions, enhancing the total experience for our valued business allies. Our approach integrates innovative technologies with a human-centric dialogue, exceeding the needs of our customers, employees, partners, and key growth contributors and delivering exceptional value. With a strategic presence across the United States through over 30 local service delivery centers and glob... Know more