Become a valued member of Mawer Investment Management as an Associate in Private Wealth. Showcase your commitment to client service while supporting a dynamic team of Investment Counsellors.

This full-time opportunity fits individuals with over three years in financial administration seeking growth in a supportive setting. You will manage client relationships, assist with account activities, and ensure accurate reporting, all integral for delivering exceptional service. Your attention to detail and proactive mindset will enhance our operations.

Key Responsibilities: • Provide administrative support to Investment Counsellors • Oversee onboarding and account management activities • Prepare trade orders and client reports • Address and resolve client complaints promptly • Collaborate to enhance service operational efficiency

Requirements: • 3+ years in financial services or administration • Relevant university business degree or diploma • Proficiency with Microsoft Office 365 • Familiarity with various investment account types • Excellent communication and analytical skills

Leverage your expertise in client support and operational tasks with Mawer Investment Management. #J-18808-Ljbffr

📌 Associate Role in Private Wealth (Winnipeg)
🏢 Mawer Investment Management
📍 Winnipeg