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Client Administration Associate
2 weeks ago
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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Client Administration Associate
1 month ago
Calgary, AB, Canada Vesta Wealth Partners Full timeSUMMARY: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...
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Client Administration Associate
1 month ago
Calgary, AB, Canada Vesta Wealth Partners Full timeSUMMARY: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...
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Client Administration Associate
4 weeks ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: 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...
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Client Administration Associate
4 weeks ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: 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...
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Client Administration Associate
1 month ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: 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 compa
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Client Administration Associate
4 weeks ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: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...
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Client Administration Associate
2 months ago
Calgary, Canada Vesta Wealth Partners Full timeVesta 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...
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Client Administration Associate
2 months ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: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...
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Client Administration Associate
2 months ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: 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...
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Client Administration Associate
2 months ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: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...
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Client Administration Associate
2 months ago
Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: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...
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Client Administration Associate
2 months ago
Calgary, Alberta, T2P2B7, Calgary, Canada Vesta Wealth Partners Full timeSUMMARY: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...
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Client Service Associate
2 months ago
Edmonton, AB, Canada Raymond James Financial Full timeJob Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...
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Licensed Associate
2 months ago
Calgary, Canada Blue Chip Recruiting Ltd. Full timeWe are looking for a *ROCKSTAR* IIROC Licensed Associate (Client Service Associate) to join this flagship Investment Management Firm. The organization is a recognized success story and continues to bring outstanding performance to their clients. If you love a lot of polish and are a focussed achiever, PLEASE let me tell you more about this role. Let's...
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Licensed Associate
3 weeks ago
Calgary, Canada Blue Chip Recruiting Ltd. Full timeWe are looking for a *ROCKSTAR* IIROC Licensed Associate (Client Service Associate) to join this flagship Investment Management Firm. The organization is a recognized success story and continues to bring outstanding performance to their clients. If you love a lot of polish and are a focussed achiever, PLEASE let me tell you more about this role. Let's...
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Client Service Associate
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Calgary, Canada Kinsted Wealth Full time**CLIENT SERVICE ASSOCIATE** **Kinsted Wealth is an independent Calgary-based discretionary portfolio management firm for high net worth private clients, institutions and foundations. We have developed a boutique client experience providing individual counsel utilizing our globally diversified investment platform. Our vision is to provide the highest...
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Financial Client Services Specialist
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Client Solution Associate
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Private Client Service Associate
3 weeks ago
Calgary, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, AB** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...
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Licensed Investment Associate
1 month ago
Calgary, AB, Canada Klopprichards Full timeOur client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service skills to provide exceptional customer and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute...