High Net Worth Administrative Support Specialist

7 days ago


Calgary, Alberta, Canada Palisade Capital Management Ltd. Full time

We are seeking a highly organized and motivated Wealth Management Administrative Assistant to support our team of portfolio managers in delivering exceptional client service. This is a unique opportunity to join Palisade Capital Management Ltd., a boutique investment management firm dedicated to serving high net worth families and their corporations.

About Us

With 26 years of experience, we have established a strong reputation for providing tailored asset management solutions through an open architecture framework. Our partnership with The Wealth Council enables us to offer a comprehensive range of wealth management services, including investment, tax, and estate planning.

Job Description

The successful candidate will provide professional support to our portfolio managers by maintaining accurate client information, processing documents related to account openings and transfers, and monitoring daily activity in client accounts. They will also assist in administrative tasks, such as data entry, and collaborate with other administrative personnel to ensure seamless client service.

  • Support portfolio managers in administrative, client service, and business development activities;
  • Complete, check, and forward various documents related to account openings and transfers;
  • Monitor daily activity in client accounts and handle administrative details as required;
  • Collaborate with other administrative personnel to respond to client requests and maintain high-level client service;
  • Carry out data entry in the client relationship management/portfolio management system, including producing documents and reports for clients and portfolio managers;
Requirements

We are looking for a highly organized individual with excellent analytical skills, strong interpersonal and relationship management skills, and proficiency in Microsoft Office applications. Canadian Securities Course certification and willingness to pursue further licensing are essential. Familiarity with customer relationship management/portfolio management systems is also desirable.

What We Offer

We offer a competitive salary ranging from $60,000 to $80,000 per annum, depending on experience. In addition to a dynamic work environment, we provide opportunities for growth and development, as well as a comprehensive benefits package.

Please note that candidates must be eligible to work in Canada with no restrictions.



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