Join Mawer Investment Management as an Associate in Private Wealth and enhance client relationships through dedicated support. Utilize your administrative skills in a flexible and innovative environment.

In this full-time role, you'll assist Investment Counsellors and clients, ensuring seamless account activities and reports. Ideal candidates will have three years of related experience and a robust focus on client service. Your proactive approach will help resolve issues and streamline service processes.

Key Responsibilities:
• Assist Investment Counsellors with administrative duties
• Manage account activities including trade preparation
• Verify accuracy of client and fund reporting
• Resolve client inquiries and operational challenges
• Collaborate to improve client service models

Requirements:
• Minimum 3 years in administration or financial services
• University degree or relevant diploma required
• Strong working knowledge of Office 365
• Understanding of investment account types essential
• Exceptional attention to detail and problem-solving skills

Make a meaningful impact with your skills in client service and operations at Mawer Investment Management.
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📌 Mawer Investment Management Associate (Alberta)
🏢 Mawer Investment Management
📍 Alberta