Private Client Administration Associate (Contract)

Private Client Administration Associate (Contract) role to provide administrative support to high net worth clientele in a fast-paced environment. Responsibilities include ensuring timely and accurate completion of financial and non-financial requests, developing relationships with custodians and internal departments, and resolving inquiries in an efficient and professional manner.

Requirements

• Post-secondary Education
• Mutual Funds experience is an asset
• 2+ years of prior experience is an asset
• Proficiency in MS Excel and MS Word
• Service-oriented mindset
• High accuracy and attention to detail

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering