Client Financial Specialist You will support the day-to-day operations of the firm. You will ensure client accounts, transactions, and records are processed accurately and in compliance with regulatory requirements. This role is essential in maintaining operational efficiency and delivering a smooth client experience. Preferred candidates will possess the following
qualifications:
- College or University Degree
- 3-5 years of administrative experience.
- Some knowledge of the Investment and Insurance Industry
- Mutual Funds License, Life License certification will be considered an asset. *Starting pay band: $45,000 CAD+ Pay will be adjusted based on experience/credentials.* Administration, Sales Support and Client Relationship Management
- Build and maintain accurate prospect and client records in CRM system
- Prepare client portfolio reports, documentation, presentation materials, proposals, meeting agendas and other materials supporting client meetings
- Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
- Respond to client inquiries in a timely,
responsive, and skilled manner, including executing on client cash management requests
- Work collaboratively with the team to satisfy client needs in a timely, responsive manner
- Coordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.
- Support the team, by executing investment instructions and/or account changes. What You’ll Need
- Exceptional writing, interpersonal and client service skills
- Detail-oriented with superior organizational skills and the ability to prioritize tasks
- Team player with the ability to collaborate with cross-functional teams
- Understanding of regulatory requirements applicable to clients, including KYC/AML regulations
- Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams Pay: From $45,000.00 per year
Benefits:
- Company events
- On-site parking
- Paid time off
- Tuition reimbursement Work