Operations Associate, Wealth Solutions

1 week ago

Guelph ON, Canada Skyline Group of Companies Full time

We’re growing And looking for a passionate, driven and energetic candidate to join our team for the position of Operations Associate, Wealth Solutions located in Guelph, Ontario.

Job Description

We are searching for an organized, detail-oriented person with strong customer service skills to work closely with the entire Wealth Management team to provide client service support and accurate database management and document control for processing, recording and managing all investment-related paperwork and data requirements while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

What you will be doing:

  • Ensuring all trade details are accounted for and correct before entering the purchase into the system.
  • Communicating with accounting on all relevant transactions.
  • Managing and updating account changes in a timely manner.
  • Assist the Relationship Managers in managing the ongoing workflow of investment-related paperwork.
  • Correspond with registered plan trustee regarding registered accounts and required paperwork.
  • Perform trade reviews, as required by the business for all investment trade periods.
  • Assist with maintaining and balancing records across both the Fundserv (SGGG) platform and Skyline records on Financial Sales Cloud (FSC).
  • Deliver outstanding service to both internal and external partners in an efficient and effective manner and in accordance with company policies and procedures.
  • Act as a primary Wealth Services point of contact for transaction management for all SWMI investor accounts with a strong focus on the management of all Class F investment holdings.

What we look for:

  • An administrative wizard who has a good grasp of database management.
  • You love details and nothing falls through the cracks
  • A customer focused mindset, you're always looking to help
  • Someone who enjoys reading and accurately interpreting financial (or legal) documents.
  • The ability to write routine reports and correspondence (some find it boring, but you find it exciting).
  • Communication expert (emails, phone calls, etc.) with a focus on being professional and timely.
  • Ability to multi-task while managing multiple projects effectively and a capacity for dealing with tight deadlines.
  • Strong sense of confidentiality and integrity is a must.
  • Experience with using CRMs or other customer focused software would be a plus
  • Fundserv and Mutual Fund or Exempt Market Investment administration experience
  • High School Diploma or equivalent required.
  • Minimum three (3) years' experience in financial services customer service and administrative support.
  • Completion of Investment Funds Institute of Canada (IFIC) or Canadian Securities Course (CSC) would be considered an asset.
  • Completion of the Exempt Market Product course or equivalent within 6 months of hire.

Why you want to work here:

  • Staying organized is a skill you have always been proud of.
  • You want to be a part of a great team that celebrates individuality, supports and builds people up.
  • You get a thrill from providing superior customer service and from knowing that you positively impact people’s lives every day.
  • Being that person who can see the problems before they happen (think the matrix) and use good judgment and innovation to solve it is your specialty.
  • Working for a growing company that supports environmental stewardship and social responsibilities gives you the warm-fuzzies.
  • You want to work for a company that supports work-life balance and truly cares that you are fulfilled in your life.

The Skyline Group of Companies is a fully integrated investment management organization:
grounded in real estate, powered by people, and growing for the future. Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of our properties.

We offer our employees competitive pay, benefits, RSP match program, paid volunteer day, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.

Come be a part of Skyline – Building Careers and Communities

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