Role Description Tapestry is looking for a diligent and results-driven associate to assist the Impact Investment team with transaction management, client management, and reporting. This role will suit individuals who are organized and are quick learners, as we are a small team that manages multiple streams. We are also looking for a client-focused individual with experience in business communications. This role will work closely with the Impact Operations Lead and Investment Analyst. We are cross-functional and highly collaborative by design, and the role will have many touchpoints with the entire team and our clients. What you will be doing: - Create and update reporting for clients, as well as stakeholders within Tapestry. - Process membership forms and investment applications. - Generate and arrange for delivery of investment paperwork and approvals to investors and intermediaries, as required. - Meet or exceed customer service standards in managing emails, telephone calls, and communications from clients and investors. - Process tax forms for our clients and members. - Assist with yield distributions for members/investors of our clients on a pre-determined schedule using Tapestry's infrastructure. - Track memberships and investments for our clients using prescribed reporting templates and create new tools as required. - Export and manipulate reports for our clients upon their request with an appropriate turnaround time. - Manage investments in projects by: - Tracking interest earned on current investments. - Coordinating further investment or repayment of interest/principal as directed. - Following up to ensure funds are dispersed as directed and keep in-house documentation and tracking up to date and secure. - This role will evolve into one with some tasks related to dealing in securities by supporting the sales process for community bonds. Qualifications - 1-3 years’ experience in operations / transaction management. - Degree in bookkeeping, accounting, finance, or applicable experience. - Excellent organizational, time management, and prioritization skills. - Ability to follow established protocols, but flexibility to adapt to interruptions. - Experience in one-on-one customer service. - Experience creating reports in Excel. - Experience working with database software, and/or accounting software. - Diligence and strong attention to detail. - Experience working in a highly regulated environment. - Data management, numeracy, and math skills. - Exempt Market Proficiency Course/Dealing Certification or willingness to take the course within the first 3 months of employment. Requirements - Awesome to have: - Accounting, finance, or bookkeeping designation. - Knowledge of social enterprise and social finance. - Experience with payments systems and transaction management. - Experience with coordinating couriers, picking up and processing inbound and outbound mail. - Experience with scanning documents and digital filing by client and topic, ensuring proper naming protocol is being followed. - Bilingual (English with some level of written/oral French proficiency). Benefits - Competitive Annual Salary: $56,780 - $64,000, based on experience. - Flexible Work Environment: Remote‑first role with a requirement to work from our Toronto office occasionally. - Generous Time Off: 3 weeks of paid vacation, plus an additional two-week winter holiday office closure. Half-day Fridays during July and August and your birthday as an extra paid holiday. - Comprehensive Health Coverage: Extended health benefits including paramedical, dental, and vision care. - Financial Perks: RRSP matching plan, and reimbursements for 50% of home internet and 80% of cell phone expenses. - Professional Growth: Participate in shaping the growth of a unique, impactful organization, and receive support for continuous learning and career development.