Client Administration Associate

Found in: Adzuna CA C2 - 1 week ago

Calgary Alberta TPB, Calgary, Canada Vesta Wealth Partners Full time

SUMMARY:

Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions. We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing our clients onboarding and administrative needs.


RESPONSIBILITIES:

• Serve as the primary point of contact for clients with respect to client service on-boarding initiatives.

• Verify that all documentation received from the client comply with regulatory and compliance standards and firm-wide policies.

• Managing portal systems including bulk uploading client documentation and quarterly/performance reporting.

• Day to day client cash flow management and administrative needs. Handling of escalated custodial requests.

• Client account updates and administration internally and through our custodial accounts.

• Updating and managing client portal systems and any additional client requests.

• Monthly liquidity administration (journals, subscription, and redemption documents).

• Fund administration related to subscription agreements and capital calls.

• Updating task management boards.

• Client filing (electronic and hard copy).

• Recording minutes for client meetings, preparation of meeting material including meeting time setup and requests.

• Ad hoc administrative work as may be required.


QUALIFICATIONS:

• Bachelor’s degree (preferred)

• Able to switch seamlessly between tasks

• Efficient at prioritizing tasks and delivering under short lead times

• Excellent communication skills within the team and when talking to clients and business partners

• Able to problem solve independently and within a team environment

• Strong organizational skills, with careful attention to detail

• Solid technical knowledge of Windows and Microsoft operating systems. Comfort working with data and new data technology systems

• Work well under deadline pressure and in dynamic environments


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