Operations Administrator, Wealth Management

1 month ago

Guelph, Canada The Skyline Group of Companies Full time

We are searching for an organized, detail oriented person with strong customer service skills to work closely with the entire Wealth Management team to provide client service support and accurate database management and document control for processing, recording and managing all investment-related paperwork and data requirements while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

**What you will be doing**:

- Ensuring all trade details are accounted for and correct before entering the purchase into the system.
- Communicating with accounting on all relevant transactions.
- Managing and updating account changes in a timely manner.
- Coordinating all purchase cancellations including redemptions by preparing the purchase cancellation paperwork.
- Deliver outstanding customer service by responding to investors or potential investors efficiently and effectively.

**What we look for**:

- An administrative wizard who has a good grasp of database management.
- You love details and nothing falls through the cracks
- A customer focused mindset, you're always looking to help
- Someone who enjoys reading and accurately interpreting financial (or legal) documents.
- The ability to write routine reports and correspondence (some find it boring, but you find it exciting).
- Ability to multi-task while managing multiple projects effectively and a capacity for dealing with tight deadlines.
- Strong sense of confidentiality and integrity is a must.
- Experience with using CRMs or other customer focused software would be a plus
- Minimum Post-Secondary Education and one year related experience in general administration, preferably within the Financial Services industry.

**Why you want to work here**:

- Staying organized is a skill you have always been proud of.
- You want to be a part of a great team that celebrates individuality, supports and builds people up.
- You get a thrill from providing superior customer service and from knowing that you positively impact people’s lives every day.
- Being that person who can see the problems before they happen (think the matrix) and use good judgment and innovation to solve it is your specialty.
- Working for a growing company that supports environmental stewardship and social responsibilities gives you the warm-fuzzies.
- You want to work for a company that supports work-life balance and truly cares that you are fulfilled in your life.

The Skyline Group of Companies is a fully integrated investment management organization: grounded in real estate, powered by people, and growing for the future. Every aspect of Skyline is managed with the utmost care and attention to detail, from consulting with investors to fostering a sense of community at each and every one of our properties.

We offer our employees competitive pay, benefits, RSP match program, paid volunteer day, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.

**_ Come be a part of Skyline - Building Careers and Communities_**

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