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 chance.

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. Robust 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
Robust 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