06 Sep
|
Waystone
|
Waterloo
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.
Reporting to the Vice President- Investor Services, the Assistant Vice President- Investor Services will be an integral part of the team’s success. The roles consist of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations.
Processing of subscriptions & redemptions and any other adhoc investor activity
Deliver a high level of service and immediate response time to all client and investor queries
Manage client-specific requests and define projects to develop processes to improve the product offering
Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with the company’s Anti-Money Laundering procedures manual
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
A minimum of 5 years in an Investor Services role in a Hedge Fund Administrator A minimum of 2 years in a management position in Business (preferably specialising in accountancy or another financial-related discipline).
In accordance with Ontario’s Working for Workers Acts and the Employment Standards Act, this job posting relates to an existing vacancy and includes an expected compensation range between $85,000-$110,000CAD, in compliance with applicable legislative requirements.
Waystone does not use artificial intelligence to screen, assess, or select applicants as part of the recruitment process.
📌 Assistant Vice President - Investor Services (Waterloo)
🏢 Waystone
📍 Waterloo