Debt capital advisory analyst/associate supporting financing, M&A and valuation engagements at EY’s Canadian investment banking practice. Building models, conducting due diligence and preparing client materials.
About the role
- Transactions Analyst processing Quebec real estate deals for eXp’s cloud-based brokerage. Managing contracts, compliance documents, commissions, and agent technology enablement remotely.
Responsibilities
- Coordinate documentation flow from agents to the office, solicitors, and other real estate companies involved in contracts
- Process deal files from entry through closing, including listing contracts when necessary
- Review contracts and accompanying documents in Skyslope
- Perform data entry into BackOffice
- Calculate commissions accurately and verify MLS data
- Process residential, commercial, lease, service/fee agreement, referral, and cancellation transactions
- Request missing documentation from agents in Skyslope and follow up on outstanding paperwork
- Confirm required documentation is complete before closing
- Escalate issues to the managing broker when necessary
- Generate Trade Records and provide copies to agents
- Verify deposit information and ensure client funds are deposited into the trust account on time
- Convey instructions, invoices, and paperwork to solicitors and outside brokerages
- Report outstanding issues to the Provincial Transaction Team Lead
- Maintain personal and central conveyance email accounts and respond to inquiries
- Ensure final file sign-off by the Provincial Administrator Broker when applicable
- Coordinate with the payouts department to release commissions and send funds to lawyers and brokerages
- Attend orientation, FINTRAC training, team meetings, provincial and national meetings, and monthly training sessions
- Drive adoption of Skyslope, Slack, CRM, My eXp, and other core platforms
- Support agents and staff with transactions, system navigation, and technology compliance workflows
- Lead or co-facilitate provincial training sessions and maintain a resource library or knowledge base
- Liaise with field operations and national technology teams on local challenges and innovation pilots
- Monitor agent adoption metrics and recommend solutions
- Maintain regular communication, attend virtual meetings, provide progress updates, and collaborate using remote tools
- Manage workload, meet deadlines, complete assigned projects, and maintain data security and confidentiality
Requirements
- High school diploma required or equivalent years of applicable experience
- Must be bilingual in English and French
- 1+ years of experience in real estate transactions processing preferred
- Computer experience essential
- Basic knowledge of the OACIQ and Canadian Real Estate Transaction requirements & provincial processes
- Proficient knowledge of G Suite required
- Knowledge of Google Docs & Sheets, and eZmax is an asset
- Microsoft Office experience is a bonus
- Remote work experience required
- Dedicated home-office/work space
- Advanced Trello experience preferred
- Aptitude for using online platforms and software to work remotely
- Strong attention to detail
- Excellent written and verbal communication skills
- Excellent critical thinking and problem-solving skills
- Experience in coordinating events and group activities
- Conflict resolution and active listening abilities
- Ability to build relationships with Brokers/Agents, Notaries, DA, and co-workers
- Able to carry upwards of 100+ transactions within the process
- Able to process deals and listing contracts quickly and efficiently
- Ability to work under time restraints and in a fast-paced environment
- Responsible, dependable, and trustworthy
- Task-oriented, organized, follows systems, and works well in a team
- Ability to remain adaptable as workload or designated board changes
Benefits
- Employer paid Medical coverage
- Dental & Vision benefits
- Company supplied equipment; laptop, monitor, headset
- RRSP with up to a 4% match
- Fully remote environment
- Amazing company culture
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