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Mahoney Asset Management
Mahoney Asset Management
1 – 10 Employees
ConsultingFinanceInsurance
Mahoney Asset Management is an independent financial services firm specializing in retirement planning, investment advisory, and wealth management for individual clients. Its approach combines personalized financial planning, portfolio construction, in-person advisory meetings, and ongoing portfolio monitoring. The firm uses its patented GPS questionnaire and projection tool to help model retirement income needs, and it also provides market commentary and educational resources. Securities are offered through affiliated broker-dealer Newbridge Securities Corporation, while investment advisory services are provided through an SEC-registered advisor.
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Revenue Operations Coordinator – Toronto Hybrid

Coordinate Salesforce administration, reporting, data quality, and CASL compliance for a Canadian investment management environment. Support sales, marketing, CRM users, and revenue operations reporting.

CACanada
$55,000 – $60,000 / year
HybridFull-timeJuniorEnglish RequiredRevenue Operations

Description

  • Administer Salesforce data entry and records supporting marketing insights, client information, and sales activity
  • Create and maintain standard Salesforce reports and dashboards for sales teams
  • Prepare accurate, validated datasets for executive Revenue Operations and KPI reporting
  • Maintain CASL consent records and update them as required for compliance
  • Review data quality and correct inconsistencies
  • Refer data model and reporting logic issues to CRM Engineering and senior colleagues
  • Handle CRM user requests, including troubleshooting and access administration
  • Document workflows and uphold established data standards
  • Provide occasional administrative assistance to Sales Support and Marketing
  • Collaborate across departments to keep client and prospect data accurate, compliant, and aligned with business objectives

Requirements

  • Bachelor’s degree in business, finance, information systems, or a related field
  • One to two years of experience in administration, operations, or data support, ideally within financial services
  • Intermediate to advanced proficiency with Excel
  • Salesforce reporting experience is considered an asset
  • Clear and effective written and verbal communication
  • Strong ability to organize work and manage priorities
  • Highly meticulous approach to detail
  • Capacity to work independently while contributing effectively in a team

Benefits

  • Equity ownership opportunities may be available to top performers
  • Profit-sharing program
  • Health and wellness coverage
  • Life and disability insurance
  • Paid vacation, time off, and holidays
  • Learning and professional development programs
  • Flexible work environment
  • Corporate fitness reimbursement and discounts
  • VersaFi memberships
  • PICTON investment counseling and portfolio management services
  • Volunteer and charitable donation matching
  • Maternity and parental leave top-up
  • Employee recognition awards
  • Semi-annual performance bonuses
  • At least 15 days of annual vacation
  • Training and development reimbursement
  • Comprehensive health and dental coverage
  • Healthcare spending account

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