Job Title: Account Administrator
JOB ID: #16434133
Location: Downtown Toronto - ONSITE 4 days/week
Industry: Financial Services
Salary: $55,000-$60,000 + Bonus and Excellent benefits
Position Overview:
Our client, an independently owned leading global investment firm, is looking for an Account Administrator. As a valued member of the Private Client Group, you will report directly to the Senior Manager, Private Client Operations. Your primary responsibility will encompass a broad range of day-to-day tasks crucial for supporting the department's operations. This includes processing new account documentation, assisting in the preparation for client meetings, and other administrative tasks.
Key Responsibilities:
Develop strong relationships and provide support to the Canadian Private Client Group
Collaborate and liaise with the PCG and more broadly within the firm to complete PCG responsibilities.
Process account opening documentation, including gathering required approvals.
Process know your client (KYC) documentation.
Ensure the client relationship management (CRM) system is updated and well maintained.
Save/file client documentation.
Assist with recurring internal reporting.
Provide support for preparation of client materials for investment review meetings, including printing.
Ensure printed materials are kept up to date.
Required Qualifications:
Undergraduate degree.
2+ years of financial services experience (administration/client services).
Completion of or a willingness to pursue the Canadian Securities Course (CSC).
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and adeptness in utilizing internet search resources.
Basic understanding of financial account types, including registered plan accounts.
This is an excellent opportunity to work alongside a progressive, high performing team with access to mentorship and support from leaders. Unlock future career opportunities and apply today for immediate consideration kzado@talentsphere.ca
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Thank you for your interest in this job posting.
We look forward to hearing from you.
TalentSphere Staffing Solutions
talentsphere.ca
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