Operations Coordinator, Wealth Solutions
5 days ago
We are seeking a highly organized and detail-oriented individual to join our team as a Senior Operations Associate, Wealth Solutions. This role will be based in Guelph, Ontario.
The ideal candidate will possess strong customer service skills and experience in financial services customer service and administrative support. They will also have a good grasp of database management and excellent communication skills.
In this role, the successful candidate will 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.
The responsibilities of this position include managing and updating account changes in a timely manner, corresponding with registered plan trustees regarding registered accounts and required paperwork, delivering outstanding service to both internal and external partners in an efficient and effective manner, and acting as a primary Wealth Services point of contact for transaction management for all SWMI investor accounts with a strong focus on the management of all Class F investment holdings.
We offer a competitive salary of $65,000 - $85,000 per year, depending on experience, plus benefits, RSP match program, paid volunteer day, on-going training, growth potential and other perks.
Requirements:
• Minimum three (3) years' experience in financial services customer service and administrative support
• Completion of Investment Funds Institute of Canada (IFIC) or Canadian Securities Course (CSC) would be considered an asset
About Us:
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.
Why Work for Skyline?
We empower staff at all levels to become involved in supporting and building vibrant communities. We prioritize employee growth and well-being, offering opportunities for professional development and recognition.
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