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.