Salary: $65,000 - $75,000 base salary plus KPI-based performance bonus 
Location: Remote, Canada
Language: English required, written and spoken
Background Check Requirement: Criminal background check, credit check, and reference checks

About the Opportunity

Are you someone who finds satisfaction in precision, process, and delivering an exceptional client experience? This is an exciting opportunity to join a respected organization within the financial services and investment space. This Alternative Investments Associate role sits at the heart of a fast-growing investment platform, supporting the smooth execution of alternative investment transactions and day-to-day investor operations.

Working closely with sales, investor relations, compliance, and administrative teams, you will play a key role in ensuring investors and advisors receive timely, accurate, and professional support. This is a people-focused opportunity for someone who enjoys collaboration, takes pride in accuracy, and wants to deepen their exposure to alternative investments in a modern, remote-first environment.

What’s In It for You

You will join a collaborative team that values accountability, continuous improvement, and high-quality client service. This organization offers meaningful exposure across investment operations, investor relations, and sales support, along with opportunities to grow your career as the platform continues to scale. Expect a culture that supports collaboration, learning, balance, and long-term development.

Your Responsibilities

Responsibilities will include but may not be limited to the following;
Investment Processing & Transaction Support

• You’ll process investment subscriptions, renewals, reinvestments, and redemptions with accuracy and efficiency.
• Review investment documentation for completeness and regulatory compliance, including KYC and AML requirements.
• Confirm funding instructions, reconcile incoming funds, and coordinate settlement activities with internal stakeholders
• Monitor workflow queues to ensure transactions are processed accurately and service-level expectations are consistently met
• Maintain precise transaction records and provide timely funding and settlement confirmations to clients and advisors

Client Service & Relationship Support

• Serve as a key point of contact for investor, advisor, and broker inquiries related to accounts, investments, redemptions, policies, and processes by phone and email
• Support client onboarding and account administration, including account setup, documentation collection, and ongoing account updates
• Escalate complex client issues to the appropriate internal teams while maintaining ownership to ensure timely follow-through and resolution

Records Management & Data Integrity

• Maintain accurate client and investment records across CRM and internal systems, supporting audits and reporting
• Assist in producing daily, weekly, and monthly reports including pipeline, investment activity, and asset updates
• Monitor and resolve data discrepancies, exceptions, and incomplete records

Cross-Functional Collaboration

• Collaborate with sales team to support investor interactions, advisor relationships, and pipeline management, and operations, compliance, finance, and legal departments to ensure documentation accuracy and adherence to regulatory requirements
• You’ll provide administrative and operational support during audits, reviews, and workflow testing.
• Participate in process improvement initiatives, contributing to the enhancement of client experience, efficiency, and controls.

Administrative & Team Support

• Provide comprehensive administrative support, including scheduling, preparing meeting materials, organizing documentation packages, and compiling reports
• Assist with internal communications and investor correspondence, including the preparation and distribution of updates
• Support special projects, events, and ad hoc initiatives as directed by leadership
• Maintain an organized and efficient workflow system to support a high-volume, fast-paced environment

Skills and Qualifications

• 2–4 years of experience in financial services, ideally in alternative investments, wealth management, private credit, or investment operations
• A client-service mindset with a polished, professional approach
• Exceptional attention to detail paired with strong administrative and organizational skills 
• Proficiency with CRM systems and Microsoft Office Suite, especially Excel and Outlook
• Effective written and verbal communication skills
• Ability to work autonomously while managing competing priorities in a deadline-driven environment

Why Partner with Altis

If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.