Client Administration Associate

4 weeks ago

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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