Mutual Funds Client Associate/Administrator

4 weeks ago


Greater KitchenerCambridgeWaterloo Metropolitan Area, Canada Dean Group Full time

Position Title: Client Care Associate/AdministratorType: On-Site (5 days/week)Location: KWC AreaSalary: Up to 60k Plus Profit Sharing Plus BenefitsIndustry: Financial Services The Company and The Role:Our client is a leading broker firm in the KWC area. They seek a Client Care Associate/Administrator to support their Wealth Management team. In this role, you will provide a range of administrative assistance to Advisors to ensure the efficient operation of the team. In addition, you will be proactive and detail-oriented while managing multiple priorities in a fast-paced environment. Key Responsibilities:Prepare new accounts, trades and oversee transactions.Review documents to ensure that data and all information are correct.Maintain and update client records with investments and insurance-related documents.Answer inquiries related to advisors, clients, and other parties What Makes You A Fit:MUST have a minimum of 2 years in a mutual funds environmentExceptional organizational and time management skillsStrong written and verbal communicationAbility to work independently and as part of a team What Makes This Role Exciting:Flexibility in work schedulesGreat environment that invests in the growth and development of its employeesAttractive compensation, profit sharing, and benefits How to Apply:If you are interested in working within a wealth management team, we would love to hear from you Please submit your resume to Hayaa Yamunarasan at Only selected candidates will be contacted.



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