Associate, Client Administration

2 weeks ago

Toronto ON, Canada Focus Asset Management Full time

November 2024

About Focus Asset Management

Focus Asset Management is a fast-growing and dynamic independent wealth management firm. We are committed to delivering institutional-caliber investment management and comprehensive financial advice to high-net-worth families.

In an industry that can be antiquated and unimaginative, we are entrepreneurial and tireless. We strive to build a better journey for our clients and a vibrant, empowering, and fulfilling workplace for our team.

Role Description

Associate, Client Administration

To support our continued growth, we are seeking an Associate to join our Client Advisory team.

As part of Focus’ client-facing team, the Associate, Client Administration will support the team in providing an exceptional client experience.

Who are you?

You are high-performing and energetic, with a strong educational background. Eager to learn from and contribute to a dynamic team, you are looking to accelerate your career in the wealth management industry.

What Will You Do?

Client onboarding and data management:

· Input and maintain client & prospective client information in client relationship management (CRM) platform

· Preparation of account opening documents

· Coordinate with team to obtain account opening compliance approval

· Initiate transfer of clients’ assets from external institutions to the firm and ensuring all assets are accounted for;
provide transfer progress updates to the team

· Ensure client documents (applications, compliance documents, ID, etc.) are saved to appropriate locations

· Assist team members (AVP) in setting up account asset mix in CRM platform

· Assist team members in preparing client documents (LOD, EFT, beneficiary update, etc.)

· Set up clients on the Client Portal & provide portal support as requested

Know-Your-Client (KYC) annual renewals

· Collaborate with the Executive Assistant in the completion of the annual KYC renewals

· Prepare updated client KYCs for AVPs to send to clients for signatures

· Input any KYC updates into CRM

Support the Senior Manager on any ad-hoc requests including but not limited to

· Client Advisory team initiatives

· Planning and execution of client events

· Marketing initiatives

Back up to Executive Assistant

· Assist in scheduling client and prospect meetings for the Portfolio Managers

· Assist in ad-hoc requests from Portfolio Managers

Candidate capabilities and experience

· Exceptional client service acumen

· Resourceful and independent

· Self-motivated

· Ability to proactively prioritize

Qualifications:

· Undergraduate degree

· 1-2 years of relevant experience in the finance industry

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