Administrative Assistant
3 weeks ago
Capstone Asset Management is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick and Newfoundland & Labrador.
Striving to hold to Biblically informed values, we provide full discretionary investment management and individual investment mandates to high net worth individuals and families, institutions, pensions, foundations, and family offices. We are a boutique firm with over $700 million in assets under management.
- Title_**: Administrative Assistant
- Reporting_ _to_: Maria Dawes & Janet Kim Sing
- Department_: Private Wealth Team
- Location_: Cambridge, Ontario
- Summary of Position:_
Capstone Asset Management seeks an Administrative Assistant who will provide general back office support while working closely with other team members. The successful applicant will be a self-starter, well organized, and a team player who aligns with our philosophical values. Capstone offers a competitive salary, an extensive benefits package and a generous vacation allowance.
- Duties & Responsibilities:_
- Assist in preparing and processing client paperwork related to investment accounts
- General administration & reception duties
- Assist with processing trades, EFT-ins/outs, internal account transfers and client contributions/withdrawals
- Produce a variety of reports and statements as requested
- Assist in collation and distribution of reports
- Complete miscellaneous administrative tasks & projects as required
- Liaison with our back office custodian
- Qualifications & Experience:_
- Knowledge of investment account types such as RRSPs, RESPs and TFSAs, and Locked-in accounts
- Minimum of 2 years administrative experience preferably with a financial institution
- Proficiency in MS Office including Word, Excel and Outlook
- Ability to learn various software resources for report generation and other tasks
- Ability to multi-task while remaining organized
- Strong attention to detail, task oriented and organized
- Clarity in written and verbal communications
- Advantages:_
- Familiarity with industry and service provider software/systems such as Infinite Harmony, SGGG Diamond, NBIN NetRep and iMost
- Canadian Securities Course or similar investment education
- Experience in a Fund Management, IIROC, MFDA or CSA regulated environment
**Job Types**: Full-time, Permanent
**Salary**: From $33,242.30 per year
**Benefits**:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: One location
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