Mutual Funds Client Associate/Administrator

1 month ago


Greater KitchenerCambridgeWaterloo Metropolitan Area, Canada Dean Group Full time

Position Title: Client Care Associate/Administrator

Type: On-Site (5 days/week)

Location: KWC Area

Salary: Up to 60k Plus Profit Sharing Plus Benefits

Industry: Financial Services

The Company and The Role:

Our client is a leading broker firm in the KWC area. They seek a Client Care Associate/Administrator to support their Wealth Management team. In this role, you will provide a range of administrative assistance to Advisors to ensure the efficient operation of the team. In addition, you will be proactive and detail-oriented while managing multiple priorities in a fast-paced environment.

Key Responsibilities:

  • Prepare new accounts, trades and oversee transactions.
  • Review documents to ensure that data and all information are correct.
  • Maintain and update client records with investments and insurance-related documents.
  • Answer inquiries related to advisors, clients, and other parties

What Makes You A Fit:

  • MUST have a minimum of 2 years in a mutual funds environment
  • Exceptional organizational and time management skills
  • Strong written and verbal communication
  • Ability to work independently and as part of a team

What Makes This Role Exciting:

  • Flexibility in work schedules
  • Great environment that invests in the growth and development of its employees
  • Attractive compensation, profit sharing, and benefits

How to Apply:

If you are interested in working within a wealth management team, we would love to hear from you Please submit your resume to Hayaa Yamunarasan at hyamunarasan@deangroup.ca. Only selected candidates will be contacted.



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