Job 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 ...