Financial Services Coordinator

About the Opportunity:">We are seeking a highly skilled Project Coordinator to join our team at IFG International Financial Group Ltd. as a contract professional in Toronto.">As a Project Coordinator, you will be responsible for managing and maintaining customer records, reviewing customer records and making any necessary changes, and merging customer...

Job Summary">We are seeking an experienced Financial Services Coordinator to join our team in Raymond James Financial. This role will provide administrative support to our Financial Advisors and clients, ensuring seamless execution of daily tasks and projects. The ideal candidate will possess excellent organizational skills, a high level of accuracy, and the...

About the Role:The Trust Banking Officer will play a critical role in maintaining the financial health of our clients' trust accounts. This position requires strong analytical and problem-solving skills, as well as excellent communication and organizational abilities.Main Duties:Investigate and resolve discrepancies in trust account...

About UsEducators Financial Group is a leading provider of financial planning and investment services exclusively to education members and their families. With a strong history dating back to 1975, we have established ourselves as the education community's financial specialist.We are committed to fostering an inclusive workforce that reflects the diversity...

The successful candidate will have a minimum of 2 years' experience as a Legal Administrative Assistant in Financial Services or Corporate Law, along with a related post-secondary education. You will also possess strong organizational and communication skills, with the ability to handle multiple demands and priorities.Core Skills & RequirementsMinimum of 2...

CI Financial is seeking a highly organized and detail-oriented individual to fill the position of Bilingual Business Processing Coordinator. As a key member of our team, you will be responsible for managing the onboarding process for new advisors and branches, including coordination of weekly calls, provision of training on paperwork and processes, and...

We strive to create a diverse and inclusive workforce at CI Financial. As a company, we are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.The Bilingual Business Processing Coordinator will be responsible for managing the onboarding relationship of new advisors/branches, ensuring...

About the Role:We are seeking a talented Financial Services Coordinator to join our team at Rubicon Path. In this role, you will be responsible for coordinating and executing various financial services projects. This includes developing and implementing sales strategies, building strong relationships with clients, and staying up-to-date on industry trends...

Job OverviewBMO Financial Group is a leading financial institution that offers a wide range of banking, wealth management, and investment products and services. Our team is dedicated to delivering exceptional customer experiences and building lasting relationships with our clients.In this role as a Legal Services Coordinator, you will play a key part in...

About the Role:We are seeking a highly skilled Estate Management Specialist to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing high-quality sales and service to our Trust & Estate clients. Your technical expertise will ensure compliance with all aspects of estate management, while...

Job OverviewWe are seeking a highly motivated and organized Financial Services Coordinator to join our team at IG Wealth Management. In this role, you will provide administrative support to our advisors, ensuring the efficient processing of client trades, updating financial planning software, and preparing tax packages.The ideal candidate will have...

About the Role:This is an exciting opportunity to join our team as a Talent Acquisition Specialist on a 6-month contract located in Toronto. As a Talent Acquisition Specialist, you will be responsible for leading the talent acquisition planning, strategic sourcing, and interviewing activities to identify and validate quality candidates for an individual or...

The Financial Services Regulatory Authority of Ontario (FSRA) is a leader in regulating financial services and pensions. As a key member of the FSRA leadership team, you will be responsible for providing direction and leadership in the development, implementation, and delivery of Insurance Prudential Supervision programs, services, and initiatives.Key...

Job DescriptionThis role involves handling customer inquiries and resolving issues in a timely and professional manner. As a Financial Services Coordinator, you will be the primary point of contact for customers seeking assistance with their Yamaha Financial Services accounts.Duties and Responsibilities:Handle inbound and outbound calls, emails, and text...

Job OverviewThe Executive Assistant role at McDonald's is a dynamic opportunity to support both the Chief Financial Officer and the Legal Counsel. As an integral part of the Finance & Legal team, you will be responsible for providing administrative support, coordinating meetings, and managing calendars.Key ResponsibilitiesProvide full administrative support...

About the RoleWe are looking for a skilled and results-driven Financial Services Coordinator to join our team. In this role, you will be responsible for handling customer calls, emails, and text messages, and resolving issues in a timely and professional manner.Key Responsibilities:Handle inbound and outbound calls, emails, and text messages from...

We're looking for a skilled Financial Services Coordinator to join our team at Anatolia Tile & Stone!About the JobThis role involves providing exceptional support to our customers and internal teams by managing the full cycle accounting process.As a Financial Services Coordinator, you'll be responsible for preparing invoices, credits, and account statements,...

A leading cosmetics company seeks a skilled Financial Coordinator to manage its accounts receivable operations.Job DescriptionKey Responsibilities:Manage and maintain accurate accounts receivable records.Monitor outstanding invoices and communicate with customers for timely payments.Reconcile accounts and resolve discrepancies promptly.Corporate Retail...

**Job Role**We are looking for a highly skilled Financial Services Coordinator to join our team at Baker & McKenzie Rechtsanwaltsgesellschaft mbH. The successful candidate will be responsible for providing onsite support for financial services and assisting with the daily activities related to Procure-to-Pay (PTP) processes.Main AccountabilitiesProvide...

Nicola Wealth Management Ltd. is a dynamic and sophisticated financial services firm that offers unparalleled wealth management services to its clients. As a Financial Services Coordinator, you will play a vital role in providing exceptional support to our Wealth Advisors, ensuring that client needs are met with precision and dedication.The successful...