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Client Specialist

1 month ago

London, Canada SCIVEST CAPITAL MANAGEMENT INC. Full time

**Client & Investment Administration Specialist**
SciVest Capital Management Inc.
London, Ontario, Canada

SciVest Capital Management Inc. is seeking a self-motivated, outgoing and affable individual with a keen interest for investing and investment management, capable of working within a start-up, fintech company environment in London, Ontario.

**Position Overview**:
A Client & Investment Administration Specialist plays a key role in supporting the Portfolio Manager(s), Client Relationship Manager(s) and the investment team, delivering a range of financial and administrative tasks to ensure the smooth operation of investment strategies and ensuring the satisfaction of clients. The Client & Investment Administration Specialist position is an in-the-office full-time position, where SciVest’s new physical office is expected to be located centrally in the city of London, Ontario. As SciVest is a small quickly growing company, the position also offers the opportunity to participate in all other aspects of SciVest’s investment management and client advisory business.

**Qualifications**:

- Minimum 2 years, full-time experience in the Canadian banking, brokerage and/or investment management industries.
- Good general understanding of investments and investment accounts.
- Proficiency with computers and high proficiency with Microsoft Office programs, with particular competency in Excel.
- Preferably, a general understanding of financial and/or portfolio accounting.
- Strong analytical and communication skills. Must be fluent in English.
- University degree or 3-year college diploma, ideally specializing in a related field.
- Ideally, completion of some or all of the CIM program and/or other investment or accounting related certificate/designation programs.
- Experience with the Harmony Portfolio Management System would be a significant asset.
- Preferably, a general understanding of financial and/or portfolio accounting.

**Client Account Management**:

- Assist Client Relationship Manager(s) with the opening and maintaining of client investment accounts.
- Ensure client account documents and agreements are up-to-date and compliant with regulations.
- Assist Client Relationship Manager(s) with client inquiries and requests related to their accounts and/or portfolios.
- Maintain and oversee the Harmony Portfolio Management System with respect to client data, documentation, and account set-up.

**Portfolio Reporting**:

- Generate and prepare investment statements, performance summaries, and other relevant client documents.

**Data Management**:

- Maintain and ensure accurate and up-to-date portfolio data, including positions, transactions, and performance metrics using the Harmony Portfolio Management System.
- Perform data reconciliations and troubleshoot data discrepancies.

**Compliance and Regulatory Oversight**:

- Assist and ensure compliance with regulatory requirements and internal policies and procedures.
- Assist in preparing compliance reports and documentation.

**Administrative Support**:

- Assist Client Relationship Manager(s) with opening and maintaining client accounts.
- Ensure client account documents and agreements are up-to-date.
- Schedule meetings and appointments for Client Relationship Manager(s).
- Handle administrative tasks such as filing, record-keeping, and document management.

**Communication**:

- Respond diligently to client requests and outreach.
- Maintain open communication with clients, addressing inquiries and concerns promptly.
- Collaborate with other team members and departments to ensure the effective operation of investment strategies within client accounts.

**Technology and Software Use**:

- Utilize the Harmony Portfolio Management System software.
- Utilize Excel for various data analyses and data reconciliations.

**Employer Overview**:
SciVest is a fast-growing, London Ontario based investment manager and financial technology (“fintech”) company founded by a Western University PhD in Finance and Professor of Portfolio Management and Investments. SciVest’s mission is to deliver efficient, technology-enabled, investment management solutions and services directly to the Canadian mass market, across a wide range of diversified, institutional quality investment strategies, at a client cost-structure that is amongst the lowest in Canada with unparalleled investment reporting. That is, using its proprietary, technology
- enabled investment management platform, SciVest is attempting to democratize institutional quality portfolio management for “regular” Canadians at the one of the lowest prices in Canada. In short, SciVest is attempting to make the financial lives of “regular” Canadians substantially better than they have access to in the current Canadian investment management marketplace. SciVest can be viewed as the “Costco Wholesale of the investment industry” - not salesy, nothing fancy, very few extras, just the best investment management with