Join Mawer Investment Management as a Private Wealth Associate in Calgary. Provide vital support to Investment Counsellors and ensure exceptional client service in a hybrid work model.
As an Associate in Private Wealth, you’ll play an essential role supporting Investment Counsellors with accurate reporting and building outstanding client relationships. Your attention to detail will be key in managing administrative activities, including trade preparation and account reconciliation while troubleshooting client queries effectively.
Key Responsibilities:
• Support Investment Counsellors with administrative tasks
• Onboard recent accounts and manage trade preparations
• Resolve issues and requests from clients and custodians
• Prepare and verify mutual fund trade orders
• Distribute monthly and quarterly reports to clients
Requirements:
• 3+ years in administrative or financial services roles
• University business degree or equivalent diploma
• Strong knowledge of Microsoft Office 365
• Completed Canadian Securities Course preferred
• Experience with CRM and Trade Order Management software
Bring your strong communication, organizational, and analytical skills to impact client relationships at Mawer.
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