Mawer Investment Management is seeking an Associate in Private Wealth Management to join their Calgary team. Engage in a hybrid setting focusing on client service and investment support.

This Associate position plays a pivotal role in assisting Investment Counsellors with essential administrative functions and building enduring client relationships. Your robust attention to detail and proactive problem-solving skills will be crucial in managing trade preparations and account activities.

Key Responsibilities:
• Assist Investment Counsellors in administrative support tasks
• Handle onboarding and account reconciliation processes
• Troubleshoot issues and respond to client requests
• Ensure accuracy in trade order preparations
• Distribute monthly and quarterly client reports

Requirements:
• Minimum 3 years of experience in administrative roles
• Relevant university degree or diploma in business
• Solid understanding of Microsoft Office 365
• Completion of Canadian Securities Course preferred
• Familiarity with client relationship management software

Leverage your strong interpersonal skills to foster client relationships at Mawer.
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📌 Calgary Associate, Private Wealth Management (Alberta)
🏢 Mawer Investment Management
📍 Alberta