Private Client Group Associate Professional

6 days ago

Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full time
Job Description

**Overview of the Role**

The Private Client Group Associate will work closely with Portfolio Managers to provide exceptional service to high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). This role is a key client contact on administrative matters, requiring timely and high-quality service delivery.

**Key Responsibilities**

  • Onboard new accounts and ensure all mandatory documentation is organized and complete.
  • Maintain ongoing client documentation to comply with regulatory requirements and internal compliance procedures.
  • Maintain account-related information in the CRM database.
  • Assist in the trading and settlement process for client accounts.
  • Respond to inquiries from clients, custodians, and coworkers in a timely and professional manner.
  • Assist in production of periodic (monthly/quarterly) and ad hoc client reports, presentations, and projects.
  • Perform related duties as assigned.
  • Support the team with daily tasks, special initiatives, and projects.
  • Resolve reconciliation issues that arise from cash balances and asset positions with custodial records.

**Requirements**

  • Bachelor's degree in accounting, finance, or a related field.
  • At least five years of administrative and/or client service experience within the financial industry.
  • Experience with different types of investment accounts.
  • Excellent verbal and written communication skills.
  • Completion of CSC or IFIC course preferred.
  • Proficiency with Microsoft Excel, PowerPoint, and Outlook.
  • Knowledge of SS&C Pacer program preferred.
  • High data input accuracy and exceptional attention to detail.
  • Ability to prioritize tasks and work well under pressure to meet tight deadlines.
  • Strong personal initiative combined with excellent analytical and problem-solving skills.
  • Team player with a positive attitude.
  • Personal trading experience preferred.
  • Ability to maintain confidentiality.
  • Keen interest in financial markets.

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