Why join us?

Gentai Capital Corporation has a 13-year track record of earning investors consistent above-average returns, specializing in residential and commercial mortgages nationwide. We have established ourselves as a strong and conservative alternative investment firm and well-positioned to grow into new markets and expand our offer of great alternative investments to investors as an asset manager, and provide mortgage solutions to homeowners, developers, and real estate investors as a leading nonbank mortgage lender. Our growth can be attributed to a mindful approach and a remarkable team.

We work in a fluid and fast-paced environment that is in a complete growth mode - we are looking for motivated, self-starters who want to contribute to our vision to be Top Alternative Investments Manager in Canada. Here is an amazing opportunity to build your career journey with us!

This position is under Gentai Asset Management Corp in Richmond, BC, reporting to the Managing Director.

Gentai Asset Management Corp. is an exempt market dealer (“ EMD ”) registered with the Alberta Securities Commission, the British Columbia Securities Commission, and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors.

About the Position : Grow your career in a role that makes an impact! Join us as an Account Management Associate (AMA). In this role, you will be responsible for preparing client account documentation, processing transactions, and supporting investment sales by ensuring accuracy and efficiency through effective workflow management. You will be a key contributor to delivering exceptional client service by demonstrating robust communication, accountability, and collaboration





Ideal for aspiring Dealing Representatives :The AMA role is a stepping stone to building your client base. You’ll gain hands-on experience in operations, work closely with Dealing Representatives, and learn strategies for success in the role.

Responsibilities :

- Administrative and clerical support for the Dealing Representatives.
- Under the direction of the Dealing Representatives, handle all aspects of client account administration, including preparation and follow-up, with efficiency and accuracy.
- Record purchases and sales.
- Ensure that all trades and documentation comply with regulatory and internal compliance standards.
- Handle all types of client accounts, including Registered & Non-Registered accounts.
- Prepare Private Placements for all subscribers and meet the deadline.
- Provide customer service duties for multiple Dealing Representatives and their clients.
- Process administrative requests, including handling correspondence.
- Enter data, update, and maintain records in the company CRM System.
- Support client marketing events (on and offsite) through setup assistance and preparation of materials, as needed
- Reception coverage on a rotational and or as-needed basis.
- Other assigned duties

Qualifications :

- Minimum 2 years of financial, accounting, or similar industry experience
- 2 years administrative professional experience in a corporate setting.
- Bilingual, fluent in both English and Mandarin is required.




- Must have current CSC/EMP certification before starting employment.
- Post-secondary education in a related field such as finance or accounting is preferred.
- Administration experience supporting multiple team members
- Highly organized and detail-oriented , able to prioritize and manage multiple tasks under tight deadlines in a fast-paced, high-volume environment.
- Strong verbal and written communication skills.
- Excellent interpersonal skills, with the ability to work both independently and collaboratively in a team environment.
- Resourceful and proactive : Takes initiative, solves problems within protocols, and communicates effectively to ensure impact.
- Proficiency with Microsoft Office and CRM system.
- Strong work ethics, accountability, and professionalism
- Demonstrated ability to exercise tact and discretion in dealing with sensitive and confidential information.
- Marketing experience is an asset.

Please forward a cover letter and resume when applying

All inquiries will be kept confidential. Only qualified applicants will be contacted.

Key words: administration, administrative, Mortgage, Investment, Client, Customer, documentation, support, transactions, filing, Finance, Financial, Growing, Growth, Fast, CSC, EMP, Exempt market, bilingual, mandarin, customer service, marketing, accounts, administer, data entry, sales

Job Types : Full-time, Permanent

Pay: $49,000.00-$55,000.00 per year

Benefits :

- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Application question(s):

- Are you legally authorized to work in Canada long-term without requiring employer sponsorship?

📌 Account Management Associate (Bilingual - Mandarin & English) (Richmond)
🏢 Gentai Capital
📍 Richmond