Financial Solutions Coordinator
6 days ago
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 RoleThe 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
- 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
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-
Guelph, Ontario, Canada Skyline Group of Companies Full timeJob Title: Senior Investment Operations Coordinator, Wealth SolutionsEstimated Salary: $65,000 - $80,000 per year.About Skyline Group of CompaniesSkyline Group of Companies is a fully integrated investment management organization that specializes in real estate and wealth solutions. Our team is dedicated to providing exceptional client service and supporting...
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