Financial Solutions Coordinator

6 days ago


Guelph, Ontario, Canada Skyline Group of Companies Full time
Job Summary

We are seeking an organized and detail-oriented Financial Solutions Coordinator to join our Wealth Solutions team in Guelph, Ontario. As a key member of our operations team, you will provide exceptional client service support and administrative expertise to ensure the smooth management of investment-related paperwork and data requirements.

About the Role

The ideal candidate will have strong customer service skills, excellent communication abilities, and the ability to multi-task while managing multiple projects effectively. You will work closely with our Wealth Management team to deliver outstanding service to both internal and external partners.

Responsibilities
  • Evaluate trade details for accuracy before entering transactions into the system
  • Communicate with accounting on all relevant transactions and manage account changes in a timely manner
  • Support Relationship Managers in managing ongoing workflow of investment-related paperwork
  • CORRESPOND WITH REGISTERED PLAN TRUSTEE REGARDING REGISTERED ACCOUNTS AND REQUIRED PAPERWORK
  • Perform trade reviews as required by the business for all investment trade periods
  • Maintain and balance records across Fundserv (SGGG) platform and Skyline records on Financial Sales Cloud (FSC)
  • Deliver exceptional service to internal and external partners
Requirements
  • High School Diploma or equivalent required
  • Minimum three (3) years' experience in financial services customer service and administrative support
  • Experience with CRMs or other customer-focused software a plus
  • Fundserv and Mutual Fund or Exempt Market Investment administration experience
What We Offer

We offer competitive pay, benefits, RSP match program, paid volunteer day, ongoing training, growth potential, and a workplace culture that empowers staff to become involved in supporting and building vibrant communities.

Estimated Salary Range: $60,000 - $80,000 per year

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