Location
Halifax, NS | Canada
Job description
Why Opus?
At Opus, integrity isn't just a buzzword—it's the cornerstone of who we are. Challenging the status quo has not only helped us to evolve but also allowed us to continue to be independently owned while expanding across seven countries. We've carved out our own path to success, which is all about teamwork and curiosity. We love to question everything and try new things to constantly improve our service. And it seems our employees agree on our approach - we've earned the Great Place to Work® certification in Canada, Philippines, Mauritius, Ireland, and the USA. We're on the lookout for people who share our beliefs and are as passionate about our values as we are.
This Opportunity
We're seeking a dedicated and meticulous Implementation Assistant to join our Client Implementation Team. In this support role, you'll assist our Implementation Advisors in coordinating and supporting the workflows that ensure our clients’ seamless and efficient onboarding. From setting up new client profiles to attending client calls, and tracking the progress of each pending client launch, you'll have a hand in various aspects of the implementation process. This position offers a unique opportunity to contribute to a team committed to making outstanding first impressions and delivering the unparalleled client service that Opus prides itself on. Your responsibilities will include:
- Handle incoming records from the Sales team regarding potential new client launches, ensuring a smooth allocation of funds to Implementation Advisors. Create client and fund profiles and kickoff the onboarding process in our system. Ensure that any important information from Sales is accurately conveyed and made available to the project team, to facilitate a seamless launch.
- Initiate the Know Your Customer (KYC) process and add the client into our internal communication system, ensuring compliance and streamlined communication.
- Assist Implementation Advisors in tracking and updating project milestones for every new client launch, ensuring all objectives are met on schedule.
- Provide support to Implementation Advisors by sending onboarding emails to clients and arranging calls. If needed, attend client calls and take thorough notes, and update project milestones accordingly.
- Offer prompt and efficient support to Implementation Advisors and the wider team on various ad hoc tasks. This may include data entry, compiling reports, organizing meetings, or other miscellaneous activities that contribute to the team's efficient operation.
- Collaborate with Implementation Advisors and other team members on specific projects as needed. This could involve analyzing data, preparing reports, or any other project-related tasks to support the team or wider office initiatives.
Your first few months will involve some in-office training to ensure a comprehensive onboarding process. Once fully proficient in the role, the opportunity for remote work will be available.
A Little About You
We're looking for someone who embodies the spirit of teamwork, with a keen eye for detail and a proactive approach to problem-solving. Your skills and experience will include:
- Excellent Organizational Skills: You're adept at juggling multiple tasks and deadlines, ensuring nothing slips through the cracks.
- Strong Communication: Your ability to communicate clearly and effectively will help you collaborate with team members and provide top-notch service to our clients.
- Adaptability: You're comfortable with change and can pivot quickly between tasks and priorities.
- Client-Focused: You have a genuine interest in providing exceptional client experiences and are capable of handling client communications with professionalism.
- Tech-Savvy: Familiarity with CRM systems is ideal; a willingness to learn quickly is essential.
- Team Player: You thrive in a collaborative environment and are always ready to lend a hand wherever needed.
- Previous Experience: While not mandatory, previous experience in a support role within a client implementation or project management team in the fund administration industry would be highly beneficial.
Requirements:
Job tags
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