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© All Rights Reserved. ApplyBlast.com
Purpose Unlimited
The Associate supports the operations team by managing client servicing tasks, including account applications, trade requests, and documentation workflows. This role involves collaborating with Investor Specialists and external institutions to resolve exceptions, ensure accurate daily valuations and cash movements, and optimize service delivery through process improvement and automation. The position requires strong analytical skills and experience in wealth management operations to maintain client trust and efficiency.
Purpose Unlimited is a Canadian financial services company that brings together investment expertise, independent advice, technology, and capital through an ecosystem of brands including Purpose Investments, Advisor Solutions, Steadyhand, Harness Investment Management, Foundation Wealth Partners, and Driven by Purpose. The company offers modern investment solutions, end-to-end platforms for independent financial advisors, personalized wealth advice, and flexible financing for Canadian small businesses. Purpose Unlimited's mission is to help Canadians build, grow, and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Purpose Unlimited.
30% below the average for this role