• Transaction coordination - managing all paperwork between listing and closing • Listing preparation and uploading to MLS (Realm system) • Client communication and follow-up via WhatsApp and email • DocuLoop document management • Booking showings and appointments • Marketing support - Facebook posts and property flyers • Agent communication coordination • Receipt uploading and administrative tasks • RECO form management (Ontario Real Estate Council forms)

• Translate high-level company objectives into actionable quarterly sales goals • Audit sales funnels and support the buildout of new systems and processes • Leverage cutting-edge AI to maximize productivity • Report to a Sales Strategy & Operations Manager and collaborate with Product, Sales, and Analytics teams to achieve operational success

• Design, develop, and deliver virtual training programs for new and existing staff across Operations. • Train employees using established claims systems, processes, and procedural documentation. • Inspire, coach, and motivate employees to achieve performance and quality goals. • Identify training needs and develop appropriate curriculum and learning tools. • Communicate training progress and outcomes to leadership in a timely and clear manner. • Create and maintain training materials, including handouts, guides, and job aids. • Conduct training needs assessments and operational audits to identify opportunities for development. • Collaborate with operational teams to draft, revise, and certify organizational policies and procedures. • Integrate procedural updates into training programs on an ongoing basis. • Lead ongoing training initiatives related to system releases, new clients, or process improvements. • Demonstrate strong presentation skills and a customer-service-oriented approach.

• Own day-to-day clearing, settlement, margining, and position reconciliation across CDE • Lead relationships with external clearinghouses, clearing members, FCM counterparties, and regulators • Drive the development and continuous improvement of clearing procedures, controls, and risk frameworks • Partner with Product and Engineering to ensure clearing infrastructure supports new product launches • Build and scale a high-performing clearing operations team • Support regulatory filings, DCO/FCM governance requirements, and audit responses