Investment Senior Associate

1 week ago


Burlington ON, Canada Aligned Capital Partners Inc. Full time

ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork,
service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in Burlington .

You will be the primary point of escalation for urgent and in-depth branch inquiries that require enhanced industry and firm understanding. As a senior member of the team, administrative associates will report directly to you. Deal directly with our back office to process documentation and troubleshoot operational & account issues
Work on project specific tasks and initiatives as directed

3-5 years of work experience providing client service in the investment, banking, or related industries
~ Knowledge of the Canadian investment landscape including an understanding of the functions of registered accounts
~ Strong MS Office skills (Outlook, Word and Excel)
~ Creative and out of the box thinking when dealing with unique inquiries
~



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