Mawer Investment Management is seeking an Associate in Private Wealth Management to join their Calgary team. Engage in a hybrid setting 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.

📌 Calgary Associate, Private Wealth Management
🏢 Mawer Investment Management
📍 Calgary