Associate, Property

1 week ago

Guelph ON, Canada Skyline Group of Companies Full time

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.
Managing and updating account changes in a timely manner. 
Correspond with registered plan trustee regarding registered accounts and required paperwork.
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.
An administrative wizard who has a good grasp of database management.
A customer focused mindset, you're always looking to help
Someone who enjoys reading and accurately interpreting financial (or legal) documents.
Communication expert (emails, phone calls, etc.) Ability to multi-task while managing multiple projects effectively and a capacity for dealing with tight deadlines.
Experience with using CRMs or other customer focused software would be a plus
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.
Working for a growing company that supports environmental stewardship and social responsibilities gives you the warm-fuzzies.
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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