Financial Relations Advisor

2 weeks ago

Toronto, Canada VTRAC Consulting Corporation (WBE) Full time

VTRAC Consulting Corporation Intelligent Solutions

Thank you for applying to VTRAC opportunities. Please e-mail your resume as an MS-WORD document in confidence Subject: Financial Relations Advisor (bilingual), Attention: samz@vtrac.com or call: (647) 254-0904.


Position #: 251145

Position: Financial Relations Advisor (bilingual)

Position Type: Permanent

No. of Positions: 1

Location: Toronto, ON


Description

There is an interesting opportunity for an Associate fluent in English and French to contribute to expanding presence in the market and serving the growing client base by communicating directly to fund admins and internal teams. This role offers a fantastic opportunity for someone eager to engage with a diverse clientele (wealth managers, banks, and dealers) in a dynamic, collaborative, and entrepreneurial setting. The core focus of the position is on the company’s technology platform in Fund engagement. This position offers a competitive salary package, unlimited paid time off, and comprehensive healthcare support.


Responsibilities

  • Collaborate closely with internal teams and fund administrators to manage account maintenance and assist fund managers during fundraising and subscription processes.
  • Facilitate the client onboarding process for financial advisors and wealth managers, including subscriptions, registration, and transfers.
  • Advise clients on distributions and capital calls and reporting to ensure they remain well-informed.
  • Deliver prompt, high-quality support via phone and email, addressing diverse inquiries with a focus on exceptional service.


Skills & Requirements

  • 5+ years of experience in financial services, preferably in client service or investor relations.
  • Demonstrated experience working with high-net-worth clients, financial advisors, and fund managers.
  • Familiarity with Canadian fund structures and different accounts.
  • Exceptional organizational skills with meticulous attention to detail.
  • Strong interpersonal, written, and verbal communication skills.
  • Proficiency in Microsoft Office applications; fluency in French is considered an asset.
  • Bachelor’s degree


We thank all candidates in advance. Only selected candidates for interviews will be contacted. For other exciting opportunities, please visit us at www.vtrac.com. VTRAC is an equal-opportunity employer.


Toronto. Houston. New York. Palo Alto.

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