Administrative Management Assistant

6 days ago

Calgary AB, Canada Palisade Capital Management Ltd. Full time

For 26 years, Palisade Capital has focused on boutique investment management for high net worth families and their corporations, family trusts and foundations. Our long-term relationships are underpinned by our client-centric philosophy and foundational principles of integrity, alignment with our clients and investment performance. We are currently hiring a Wealth Management Administrative Assistant to work alongside our portfolio managers to maintain very high quality service to our growing affluent client base.
Our customized asset management is provided through an open architecture framework which emphasizes independent, conflict-free portfolios designed to achieve specific client objectives. Our strategic partnership with The Wealth Council enables the provision of the full spectrum of wealth management services through the seamless integration of investment, tax and estate plans.

We are looking for talented, highly motivated individuals who are committed to delivering the best possible client experience and who embody our culture and values as a creative, collaborative, authentic and hard-working organization.

The successful candidate will support a team of portfolio managers by providing professional, efficient client service and sound administrative management of client accounts, in accordance with the firm’s policies and procedures and regulatory standards in the Canadian investment industry. They will process client information and be responsible for critical operational duties related to the portfolio managers’ and the team’s investment management activities.

Support the portfolio managers and other administrative personnel in administrative, client service and business development activities;
Complete, check and forward various documents related to account openings and transfers;
Monitor daily activity in client accounts and handle various administrative details as required;
Provide support for and collaborate with Palisade Capital’s other administrative personnel in responding to client requests to ensure the maintenance of a high level of client service;
Carry out dataentry in the client relationship management / portfolio management system, including producing various documents and reports for clients and portfolio managers;
It is expected that the role will be executed in the office alongside the balance of the Palisade Capital team.

Highly organized with ability to prioritize and manage multiple deadlines and tasks in a dynamic and fast-paced work environment;
Strong interpersonal and relationship management skills to build trust and rapport with clients and colleagues;
Analytical skills and the ability to understand, interpret, and report technical information;
Proficiency inWord, PowerPoint and Excel in a Windows environment;
Canadian Securities Course, Conduct and Practices Handbook Course and willing to be licensed further as responsibilities grow; Familiarity with customer relationship management / portfolio management systems.

Please apply in confidence by including your cover letter, resume and salary expectations in your application with “Wealth Management Administrative Assistant” in the subject line of your email to info@palisade.To be considered for employment, candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions.

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