Financial Service Associate
1 month ago
We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and organized.
As a member of the Onboarding team, your role would entail:
- Reviewing and validating new account documentation
- Evaluating information gathered from multiple sources ensuring consistency
- Following up and reporting on missing documentation/information
- Completing account opening paperwork to help smoothly onboard clients
Job Requirements
Must-have:
- Excellent attention to detail
- Knowledge of various investment types and investment accounts
- Ability to prioritize tasks and work in a team environment
- Ability to work in person full-time
Nice-to-have:
- Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation
What's in it for you?
- A competitive salary
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
- Comprehensive Benefits
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