Transition Support Associate

1 week ago


Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

Transition Support Associate:

Aligned Capital Partners Inc. (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 Transitions Support Associate to join our Client Experience team in
Burlington.

Position Overview

What you will do

  • Collaborate with Advisor Transitions Specialists to bring items to completion
  • Liaise with our back office (CI Investment Services) on matters requiring intervention or follow up including investigating outstanding items
  • Daily tracking of an Advisor's book of business during the transition period (account opening/asset transfer)
  • Run reports to see what accounts are opened, stalled, initiated, etc.
  • Send out initial administrative packages (welcome kit, signs, business cards, etc.)
  • Escalate as needed on urgent or exceptional matters

You will Bring

  • Postsecondary education is preferred
  • Strong MS Office skills (Outlook, Word and Excel)
  • Demonstrated collaborative approach to solving problems
  • Strong communication skills
  • Proven ability to manage high volumes with a positive and professional attitude
  • Experience with industryrelated client service is an asset
  • Completion of CSC and CPH is an asset

What We Bring
We are committed to a positive employee experience fostered through an open and collaborative work environment

We offer you:

  • Competitive compensation
  • Recognition of your accomplishments
  • Communication and feedback
  • Investment in your training and development
  • Commitment to your health and wellbeing
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call

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