Private Client Administration Associate
$42,500–$71,000 year
On-siteToronto, Ontario, Canada
Job Summary
Ensure all Financial and Non-Financial requests from high net worth clientele are acted on in a timely, efficient, and accurate manner, including Debits/Credits, New Accounts, Estates, and Transfers. Adhere to internal and custodian compliance procedures while resolving inquiries from internal departments and recognizing potential issues for immediate escalation. Maintain working relationships with custodians and assist in special projects as required. Handle a fast-paced environment with requests regularly exceeding $1M, often requiring same-day service. Work onsite four days per week, with flexibility to work overtime during specific periods like RSP season and quarter end. Clearly communicate not-in-good-order items to the PC Service team.
Required Qualifications
- Post-secondary Education
- Must have a service-oriented mindset
- High accuracy and attention to detail
- Must be flexible and able to work overtime during specific times of the year (i.e. RSP season, quarter end)
- This role follows our in‐office work model and requires employees to be onsite four days per week
Desired Qualifications
- Enrollment or completion of CSC and/or IFIC Operations course
- Mutual Funds experience
- 2+ years of prior experience
- Related industry courses
- Ability to think outside the box and big picture
- Proficiency in MS Excel and MS Word
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