Operations Associate

Company Overview

CaseMark Financial Inc. is a specialized financial services firm dedicated to the personal injury market. We provide essential financing solutions to victims of personal injury while their legal cases are pending, ensuring they can manage financial pressures during litigation.

Summary

We are seeking a highly motivated and detail-oriented Operations Associate to support the operational backbone of our litigation finance business. This role is ideal for a candidate with a strong interest in legal and financial services who thrives in a dynamic, fast-paced environment. The Operations Associate will assist with internal processes, documentation, and client lifecycle management to help ensure the efficiency and scalability of our business operations.

Job Title: Operations Associate

Location: Toronto, ON

Employment Type: Full-Time

Reports To: Director of Operations / Chief Operating Officer

Key Responsibilities:

• Support day-to-day operational activities including onboarding of new files, data entry, and funding coordination.
• Maintain accurate and organized records in internal systems (CRM, legal finance software, spreadsheets).
• Liaise with law firms to obtain documentation, manage follow-ups, and ensure timely processing of applications and disbursements.
• Review and verify legal documents (e.g., retainer agreements, court filings, settlement documentation) for completeness and compliance.
• Track and manage disbursement recoveries, repayment schedules, and case milestones.
• Assist with reporting to management and stakeholders on operational metrics and funding activity.
• Identify process improvements and assist with developing SOPs to enhance operational efficiency.
• Provide administrative support across departments, including scheduling, file management, and internal communication.

Qualifications:

• Bachelor's degree in Business, Finance, Legal Studies, or a related field.
• 1–3 years of experience in an operational or administrative role, preferably in a legal, financial, or professional services firm.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal skills for managing client and law firm relationships.
• Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or legal case management systems is an asset.
• Ability to multitask and prioritize in a deadline-driven environment.

Preferred Experience:

• Exposure to litigation funding, legal services, insurance, or asset-based lending.
• Familiarity with personal injury, estate, or class action legal workflows.
• Experience working with confidential client information and adhering to compliance standards.

Job Type: Full-time

Pay: $60,000.00-$75,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site parking
• Paid time off

Work Location: In person