Financial Operations Administrator, Managed Services

About the employer

Role overview

Responsibilities

• Learn and execute managed-services workflows and support launches for new and existing clients.
• Design and maintain scalable workflows and protocols for corporate clients.
• Plan for new financial managed services as business needs and systems change.
• Develop, report, and monitor operational metrics; follow up against goals.
• Identify process barriers, document project plans, and find efficiencies.
• Create compliance documentation and training materials.
• Communicate issues to management and help resolve client and operational requests.
• Support special projects and contribute to continuous improvement and client satisfaction.

Qualifications

• Bachelor's degree or equivalent education.
• Proficient in Google and Microsoft Office products, with advanced Excel knowledge.
• Strong written, verbal, presentation, and interpersonal communication skills.
• Analytical, client-focused, proactive, resourceful, and able to work independently with sound judgment.
• Organized and detail-oriented, with the ability to meet quality requirements and deadlines.
• Able to multitask, adjust priorities, and work effectively with internal and external stakeholders.

Workplace

• Benevity describes its workplace approach as flexible hybrid, with no fixed in-office attendance requirement for employees near an office.
• The role is associated with the Calgary office; in-person attendance may be used for onboarding, project work, or collaboration.