Current jobs related to Investment Account Manager - Langley - Quasar Financial Planning Group
-
Investment Analyst
3 weeks ago
Langley, Canada Capstone Asset Management Full timeCapstone Asset Management Inc. is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer serving clients in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia, and Newfoundland & Labrador. Holding to Biblically informed values, we provide discretionary investment management and mandate specific...
-
Accounting Office Manager
3 weeks ago
Langley, Canada PIZZA MANTRA RESTAURANTS INC Full timeEducation: Bachelor's degree - Experience: 2 years to less than 3 years **Budgetary responsibility**: - 0 - $100,000 **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Design and manage investment strategies -...
-
Langley, Canada Scotiabank Full timeRequisition ID: 203405 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related...
-
Accounting Manager
4 days ago
Langley, British Columbia, Canada MyGreat Recruitment Inc. Full timeAccounting Manager Job DescriptionJob Summary:The Accounting Manager is a key member of our finance team, responsible for overseeing North American financial operations, including tax compliance, payroll, and bookkeeping. This role requires a strategic thinker who can maximize project profitability and support the company-wide financial strategy.Key...
-
Accounting Manager
3 weeks ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond*** Accounting Manager Job Description Location: Langley, BC Salary: $80,000 - $120,000 Overview: We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction...
-
Accounting Manager
4 days ago
Langley, British Columbia, Canada MyGreat Recruitment Full timeAccounting Manager Job DescriptionWe are seeking an experienced accounting professional to lead our North American financial operations, overseeing U.S. expansion, tax compliance, payroll, and bookkeeping.Key Responsibilities:Managing Canadian and US taxes and ensuring compliance with regional regulations.Collaborating with external accounting firms to...
-
Accounting Manager
3 weeks ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond***Accounting Manager Job DescriptionLocation:Langley, BC Salary:$80,000 - $120,000Overview:We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management company....
-
Accounting Manager
3 weeks ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond***Accounting Manager Job DescriptionLocation:Langley, BC Salary:$80,000 - $120,000Overview:We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management company....
-
Accounting Manager
4 days ago
Langley, Canada MyGreat Recruitment Full timeAccounting Manager Job Description Location: Langley, BCSalary: $80,000 - $120,000 Overview: We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management company. Take charge of North American financial operations, overseeing U.S. expansion, tax compliance, payroll, and bookkeeping. Use your...
-
Accounting Manager
3 days ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond*** Accounting Manager Job Description Location: Langley, BC Salary: $80,000 - $120,000 Overview: We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management...
-
Accounts Receivable Specialist
4 weeks ago
Langley, Canada Portland Tractor Full time**Portland Tractor** was established in 1976 and has become a leader in the heavy equipment rebuild industry. Portland Tractor is now an integral entity within the Venturis group of companies, an extensive and integrated network of rapidly growing businesses, including over 60+ branches and 1300+ employees across North America. Venturisstrategically invests...
-
Accounting Manager
4 weeks ago
Langley, Canada Megapro Full time**About Megapro** Megapro prides itself on being an equal opportunity employer with high ethical standards, and we try to “set the tone at the top.” Joining the Megapro team means being part of a small and well-established team who live our values of: - _Customer Service with Integrity_ - _Teamwork and Collaboration_ - _Continuous Improvement_ - _A fun...
-
Accounting Manager
6 days ago
langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond*** Accounting Manager Job Description Location: Langley, BC Salary: $80,000 - $120,000 Overview: We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management...
-
Accounting Manager
2 weeks ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond *** Accounting Manager Job Description Location: Langley, BC Salary: $80,000 - $120,000 Overview: We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction...
-
Accounting Manager
4 weeks ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond***Accounting Manager Job DescriptionLocation: Langley, BCSalary: $80,000 - $120,000Overview:We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management company....
-
Accounting Manager
4 weeks ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond***Accounting Manager Job DescriptionLocation: Langley, BCSalary: $80,000 - $120,000Overview:We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management company....
-
Accounting Manager
4 days ago
Langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond*** Accounting Manager Job Description Location: Langley, BC Salary: $80,000 - $120,000 Overview: We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management...
-
Accounting Manager
2 hours ago
langley, Canada MyGreat Recruitment Inc. Full time***Please do not direct message the author of this job advert. Due to the high number of applicants they will be unable to respond***Accounting Manager Job DescriptionLocation: Langley, BCSalary: $80,000 - $120,000Overview:We are looking for an accounting professional to be at the forefront of growth with a thriving Canadian construction management company....
-
Accounting Manager
3 weeks ago
Langley, Canada FG Deli Group Ltd. Full timeFG Deli Group Ltd. is seeking a dynamic **Accounting Manager** to join our team. Reporting to the Director of Finance, you will be pivotal in maintaining our financial integrity and ensuring compliance with IFRS. **Key Responsibilities**: - ** Financial Leadership**: Oversee the accounting cycle, ensuring compliance and accuracy in financial reporting. -...
-
Investment Solutions Representative
4 days ago
Langley, British Columbia, Canada Beem Credit Union Full timeAbout Beem Credit UnionBeem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are...
Investment Account Manager
1 month ago
**The Quasar Financial Experience**
Quasar Financial values professional excellence and the ability to conquer fast-paced challenges. This is an environment where we treasure work ethic, quick thinking and the ability to overcome tight timelines with multiple stakeholders. This challenge isn’t for everyone, as only those who can handle the pressure of working in the financial world with the expectation of industry leading responsiveness & professionalism will excel in this role.
**The Administrative Assistant Role**
We are seeking a diligent, organized and enthusiastic individual to join our team as an Investment Administrative Assistant. The primary focus of the Investment Administrative Assistant is to effectively facilitate the processing of mutual fund and segregated fund trades and providing comprehensive administrative support to ensure all tasks are processed accurately, compliantly, and in a timely manner, thereby maintaining service levels for advisors.
**Key Responsibilities**:
- Facilitate the processing of mutual funds, segregated funds, GICs and other investment products with Investia and insurance carriers, ensuring process protocols and service standards are consistently maintained.
- Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
- Track and follow-up on pending transfers with carriers.
- Follow up promptly with advisors on missing information, supporting documentation, information discrepancies, and unclear instructions.
- Effectively resolve any issues, questions or complaints as they pertain to investments.
- Establish and facilitate new client accounts within Univeris as well as the WealthServ Investment System.
- Manage incoming and outgoing Investments mail to ensure all service standards are met.
- Additional responsibilities, duties and special projects as identified.
- Schedule meetings for your assigned Advisor.
- Provide support for the processing of various transactions, as required.
- Identify rules and procedures that need updating, and suggest improvements to streamline processes and increase efficiency.
- Share knowledge to contribute to the smooth running of the department.
- Contribute to the achievement of department objectives based on visual indicators and established protocols, and take action where necessary.
- Actively participate in weekly department meetings and contribute ideas for improvement.
**Education, Experience and Skills**:
- A minimum of **2 years** experience in the investment industry.
- Being Mutual Fund licensed is a requirement for this position.
- Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities.
- Proven accuracy, attention to detail and data entry skills.
- Excellent written and verbal communication skills.
- Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment.
- Ability to represent self, office and organization in a professional, positive manner at all times.
- Ability to handle sensitive and confidential information in a professional manner.
- Knowledge of Univeris, WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.
Pay: From $75,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- On-site parking
- Paid time off
Schedule:
- Monday to Friday
**Education**:
- Bachelor's Degree (preferred)
**Experience**:
- Administrative experience: 1 year (preferred)
- Investment Industry: 2 years (required)
Licence/Certification:
- IFC Certification (preferred)
- CSC (preferred)
- MFDA (required)
Work Location: In person
