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 chance 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.

📌 Associate Role In Private Wealth Calgary
🏢 Mawer Investment Management
📍 Calgary