Support client communications and investment documentation as a Financial Services Account Associate with Masters Insurance in a hybrid work schedule. Excel proficiency strengthens this client-facing opportunity.

This Account Associate works with Financial Advisors and their teams to engage clients, prepare materials, and schedule meetings. The position manages routine inquiries, onboarding, paperwork workflows, compliance documentation, and transaction follow-ups. Solid organization, communication, and problem-solving support accurate service across investment activities.

Key Responsibilities:

- Maintain productive working relationships with clients and advisors
- Prepare presentation documents for client meetings
- Coordinate paperwork, signatures, follow-ups, and compliance workflows




- Confirm transaction accuracy and resolve fund company discrepancies
- Process investment documentation, trades, filing, and communications

Requirements:

- Three or more years of industry experience
- Completed mutual funds license through an accepted provider
- Proficiency in Microsoft Office, especially Excel
- Effective written and verbal communication skills
- Strong organization, accuracy, and time management abilities

Bring investment documentation, client coordination, Excel, and compliance skills to Masters Insurance’s Financial Services Account Associate position.

📌 Financial Services Account Associate (Vaughan)
🏢 Masters Insurance
📍 Vaughan