Client Reporting

3 months ago

Toronto, Canada Guardian Capital Group Full time

JOB STATEMENT:

GCG has an immediate need for a Client Reporting & Operations Analyst. This role’s main responsibilities are to provide support in creating reports and statements for distribution to Guardian Capital Advisors LP (“GCA”) or Guardian Capital LP (“GCLP”) clients, as well as to provide support for the operational side of Client Relationship Management (“CRM”) system. This role is suitable for an individual in a similar role who has industry knowledge and experience, advanced Excel skills (can build macros, functions, and pivot tables), MS Access skills and experience with related systems.


ESSENTIAL FUNCTIONS:

Reporting -

  • Working with internal stakeholders to develop, update, maintain and produce quarterly statements for clients, including inter-period calculations of closed accounts;
  • Leading with the preparation and maintenance of reporting for high profileand sensitive clients;
  • Documenting and reporting on all KPI and KRI, including error logs and SLAs;
  • Generating the monthly and quarterly reports for a specific set of GCA or GCLP clients;
  • Providing back up for the monthly and quarterly reports for a specificset of GCA or GCLP clients;
  • Providing back up for GCA or GCLP’squarterly statement production; and
  • Uploading client investment data to GCA’s Client Portal on a weekly basis.

Operations -

  • Maintain quality control, ensuring on-time delivery and reporting accuracy;
  • Collaborate with various teams on new and existing client reporting requirements and request;
  • Produce regular and ad hoc client and portfolio reporting using MS Excel and PowerPoint; and
  • Working with the assigned BusinessAnalyst to developand maintain dashboards.

Other duties -

  • Assisting with other duties and initiatives, as requested.


QUALIFICATIONS:

  • University degree or equivalent
  • Successful completion of Canadian Securities Course
  • 1 to 3 years of experience in the securities industry
  • Strong interpersonal and problem-solving skills (demonstrated ability to take initiative)
  • Client service experience preferred with acute attention to detail
  • Advanced abilities in Microsoft Office products
  • Experience with CRM systems such as Salesforce would be an asset
  • Experience with investment accounting and reporting products would be an asset
  • Programming knowledge of VBA, Python, or SQL would be an asset
  • Demonstrated ability to work in a team environment


COMPENSATION:

  • Commensurate with experience

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