Mutual Funds Client Associate/Administrator
4 weeks ago
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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Mutual Funds Client Associate/Administrator
1 month ago
Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada Dean Group Full timePosition 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...
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Mutual Funds Client Associate/Administrator
1 month ago
Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada Dean Group Full timePosition 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...
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Mutual Funds Client Associate/Administrator
1 month ago
Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada Dean Group Full timePosition Title: Client Care Associate/Administrator Type: On-Site (5 days/week) Location: KWC Area Salary: Up to 60k Plus Profit Sharing Plus Benefits Industry: 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...
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Mutual Funds Client Associate/Administrator
1 month ago
Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada Dean Group Full timePosition 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...
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Mutual Funds Client Associate/Administrator
2 weeks ago
Kitchener - Cambridge - Waterloo Metropolitan Area, Canada Dean Group Full timePosition 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...
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Senior Financial Analyst
1 week ago
Greater Toronto Area, Canada CIBC Mellon Full timeJob OverviewWe are seeking a highly skilled Senior Financial Analyst to join our Fund Accounting team. In this role, you will be responsible for performing all necessary accounting functions on a daily basis to arrive at a correct net asset value for assigned mutual funds.
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Financial Services Administrator Assistant
1 month ago
Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada Dean Group Full timeDean Group Financial Services Administrator AssistantAbout the Company: Dean Group is a leading broker firm in the KWC area.Salary and Benefits: The salary for this position is up to $60,000 plus profit sharing and benefits. This is an attractive compensation package that demonstrates our investment in our employees' growth and development.Job Description:...
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Administrative Associate
4 weeks ago
Cambridge, Ontario, Canada Farm Mutual Re Full timeAbout the Job:This Administrative Associate – Underwriting will be an integral part of our Ontario Mutual Automobile Plan (OMAP) team, providing essential administrative support to ensure seamless day-to-day operations. This role requires excellent communication skills, attention to detail, and the ability to prioritize tasks effectively.Key...
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cambridge, Canada Ontario Mutual Insurance Association Full timeThe Ontario Mutual Insurance Association (OMIA) is searching for Full-Time Insurance Product Research & Development Analyst, to work in the Insurance Services Department of OMIA. OMIA offers a hybrid work environment.The role of Insurance Product Research & Development Analyst will report to, and work closely with, the Team Lead of Product Development. You...
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Underwriting & Product Associate
3 months ago
Cambridge, Canada Farm Mutual Re Full time**Join the Ontario Mutual Automobile Plan (OMAP) team and experience the passion it takes to empower and advance our mutual insurance community!** We have an excellent opportunity to join one of Waterloo Region’s top employers as an Underwriting & Product Associate in our Ontario Mutual Automobile Plan (OMAP) department. With this position, you will have...
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Underwriting & Product Associate
2 months ago
Cambridge, Canada Farm Mutual Re Full timeJoin the Ontario Mutual Automobile Plan (OMAP) team and experience the passion it takes to empower and advance our mutual insurance community!We have an excellent opportunity to join one of Waterloo Region’s top employers as an Underwriting & Product Associate in our Ontario Mutual Automobile Plan (OMAP) department. With this position, you will have the...
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Underwriting & Product Associate
2 months ago
Cambridge, Canada Farm Mutual Re Full timeJoin the Ontario Mutual Automobile Plan (OMAP) team and experience the passion it takes to empower and advance our mutual insurance community! We have an excellent opportunity to join one of Waterloo Region’s top employers as an Underwriting & Product Associate in our Ontario Mutual Automobile Plan (OMAP) department. With this position, you will have the...
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Underwriting & Product Associate
2 months ago
Cambridge, Canada Farm Mutual Re Full timeJoin the Ontario Mutual Automobile Plan (OMAP) team and experience the passion it takes to empower and advance our mutual insurance community!We have an excellent opportunity to join one of Waterloo Region’s top employers as an Underwriting & Product Associate in our Ontario Mutual Automobile Plan (OMAP) department. With this position, you will have the...
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Associate - Fund Governance
4 months ago
Waterloo, Canada Waystone Governance Ltd. Full time**_Waystone leads the way in specialist services for the asset management industry. Partnering institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now...
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Administrative Assistant
7 months ago
Cambridge, Canada Ontario Mutual Full timeAdministrative Assistant **Salus Mutual Insurance Company has an exciting opportunity to join** **our growing team! The Administrative Assistant position provides support to the organization by assisting with various support tasks as directed by, but not limited to, the claims department, underwriting department, accounting department and sales...
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Fund Accountant
6 days ago
Greater Toronto Area, Canada CIBC Mellon Full timeCompany Information:CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience...
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Fund Accountant
6 days ago
Greater Toronto Area, Canada CIBC Mellon Full timeCompany Information:CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience...
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Waterloo, Ontario, Canada Waystone Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Corporate Administrator to join our team in supporting our fund clients. As a key member of our Board Support Services COE, you will be responsible for managing multiple client relationships and internal stakeholder relationships.
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Claims Administration Assistant
4 days ago
Cambridge, Canada Gore Mutual Insurance Full timeOver the last 180 years, countless careers have started and grown at Gore Mutual; the next one could be yours. If you take pride in serving others, are driven to help people in need, and crave challenging work, this is the opportunity you’ve been looking for. Our Claims Administration Assistant provides needed support to our Claims team. This is a...
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Fund Accountant
1 week ago
Greater Toronto Area, Canada CIBC Mellon Full timeCompany Information: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience...