Mutual Funds Client Associate/Administrator
Job Description
Position Title: Client Care Associate/Administrator
Type: On-Site (5 days/week)
Location: KWC Area
Salary: Up to 60k Plus Profit Sharing Plus Benefits
Industry: Financial Services
The Company and The Role:
Our client is a leading broker firm in the KWC area. They seek a Client Care Associate/Administrator to support their Wealth Management team. In this role, you will provide a range of administrative assistance to Advisors to ensure the efficient operation of the team. In addition, you will be proactive and detail-oriented while managing multiple priorities in a fast-paced environment.
Key Responsibilities:
- Prepare new accounts, trades and oversee transactions.
- Review documents to ensure that data and all information are correct.
- Maintain and update client records with investments and insurance-related documents.
- Answer inquiries related to advisors, clients and other parties
What Makes You A Fit:
- MUST have a minimum of 2 years in a mutual funds environment
- Exceptional organizational and time management skills
- Strong written and verbal communication
- Ability to work independently and as part of a team
What Makes This Role Exciting:
- Flexibility in work schedules
- Great environment that invests in the growth and development of its employees
- Attractive compensation, profit sharing and benefits!
How to Apply:
If you are interested in working within a wealth management team, we would love to hear from you! Please submit your resume to Hayaa Yamunarasan at hyamunarasan@deangroup.ca. Only selected candidates will be contacted.
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