Mawer Investment Management is seeking an Associate in Private Wealth Management to join their Calgary team. Engage in a hybrid environment 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 solid interpersonal skills to foster client relationships at Mawer. #J-18808-Ljbffr

📌 Calgary Associate, Private Wealth Management (Winnipeg)
🏢 Mawer Investment Management
📍 Winnipeg