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Benevity

Financial Operations Administrator, Managed Services

Posted 3 Days Ago
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Hybrid
Vancouver, BC, CAN
Entry level
Hybrid
Vancouver, BC, CAN
Entry level
Supports financial managed-services programs by designing and maintaining workflows, launching clients, monitoring operational metrics, documenting processes, resolving issues, and supporting continuous improvement. The role collaborates with internal teams, clients, and foundation partners while preparing reports, training materials, project plans, and process documentation. Success requires strong organization, communication, analytical judgment, client focus, and advanced Excel proficiency.
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Meet Benevity

Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!

Our Operations team is seeking a Financial Operations Administrator, Managed Services to join our operations team in the Calgary office.

We are growing fast, so we are looking for someone who will be a motivated self-starter with excellent teamwork skills and the flexibility to get involved where needed. Benevity’s Financial Operations Administrator will help support the success of programs product offerings under the Financial Managed Services umbrella. The administrator will assist with designing, implementing, and supporting process workflows along with supporting the growth of the client roster, required to support the launch of new clients, addressing any product gaps, addressing unique client requirements and leveraging our current products for the corporate program.

Your primary responsibility will be supporting the managed services team on behalf of our foundation partners. In addition, you will be an integral part of the operations team by assisting with all types of client requests that relate to operations, special projects and day to day operational activities while demonstrating attention to detail and excellent communication and interpersonal skills.

What you will do

  • Learn the Managed Services workflows to ensure the flawless execution of the programs

  • Help design future corporate workflows for existing and new clients to support, develop, implement and maintain scalable protocols and processes for the program

  • Support the launch of existing and new clients.

  • Plan for and incorporate new financial managed services, as business needs and core systems and processes evolve

  • Develop and report on key metrics to help make better informed decisions

  • Monitor the operational metrics and follow up as required to meet targets and goals

  • Identify and remove barriers as the team iterates and moves through the process development cycle

  • Document project plans for efficiencies ensuring client satisfaction

  • Ensure compliance of processes and support the financial operations by creating documentation and training materials

  • Communicate key issues with management across functional areas and participate in resolution measures

  • Participate in a culture of continuous improvement and keeping our clients experience in mind

What you bring

  • Bachelor's Degree or equivalent education

  • Results-oriented and is resourceful and proactive

  • Strong communicator with excellent written and verbal communication skills

  • Comfortable overseeing a variety of issues to resolution with an analytical mindset

  • Ability to work independently with strong judgment

  • Resilient, and thrives in a multi-tasking, start-up environment and can adjust priorities on-the-fly while managing a diverse and full workload

  • A client-focused mindset with the ability to work directly with internal and external stakeholders as required

  • Proficient in the Google/MS Office suite of products, with an advanced knowledge of Excel

  • Team-oriented with a fun-spirit and sense of humor

  • Excellent organizational skills including managing deliverables to meet quality requirements and deadlines

  • Detail-oriented and commitment to quality and continuous improvement

  • Strong communication, presentation and interpersonal skills with ability to communicate results to non-technical audiences

Discover your purpose at work

We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more …

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …

It’s time to join Benevity. We’re so excited to meet you.

Where We Work

At Benevity, we embrace a flexible hybrid approach to where we work that empowers our people in a way that supports great work, strong relationships, and personal well-being. For those located near one of our offices, while there’s no set requirement for in-office time, we do value the moments when coming together in person helps us build connection and collaboration. Whether it’s for onboarding, project work, or a chance to align and bond as a team, we trust our people to make thoughtful decisions about when showing up in person matters most.

Join a company where DEIB isn’t a buzzword

Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.

That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to [email protected].

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