08 Sep
|
Mawer Investment Management
|
Calgary
08 Sep
Mawer Investment Management
Calgary
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.
📌 Mawer Investment Management Associate (Calgary)
🏢 Mawer Investment Management
📍 Calgary