Medical Office Associate
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- 25/hr T4 Private Client Associate As a member of the Private Wealth Middle Office team, you will provide specialized administrative support for accounts managed on behalf of high-net-worth clients of the trust company. You will assist with maintaining client databases and documentation. Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects. Automate client accounts and data feeds and provide revisions of client decks. Support Private Client Service Associates and Portfolio Managers on client requests. What ideal qualifications, skills & experience would help someone to be successful? Prior experience in account administration and compliance is an asset. Post-secondary degree or an acceptable combination of education, training and/or related work experience. Proficient in MS Office (medium/expert user of Excel, familiar with DocuSign) We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters.
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Medical Office Associate
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Toronto, ON, Toronto Census Division, ON; Ontario, Canada MIDDLEFIELD Full-time €70,000 - €90,000 TemporaryFounded in 1979, Middlefield is an independent asset manager based in Toronto, Canada. Through a variety of investment products, we focus on delivering portfolios that are actively managed, high conviction and built around our core expertise, which includes diversified equity and fixed income, real estate, healthcare, innovation and energy and...
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Toronto, Ontario, Canada Experienced Career Full-time $105,000 - $135,000 ContractMake an impact with our Family Office Services team as an Associate. The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As an Associate, you’ll be supporting various financial planning...
