Wealth Management Administrative Assistant

6 days ago

Calgary, Canada Palisade Capital Management Ltd. Full time

For 26 years, Palisade Capital has focused on boutique investment management for high net worth families and their corporations, family trusts and foundations. Our long-term relationships are underpinned by our client-centric philosophy and foundational principles of integrity, alignment with our clients and investment performance. Our extraordinary Advisory Board provides entrepreneurial and strategic stewardship as our business expands. We are currently hiring a Wealth Management Administrative Assistant to work alongside our portfolio managers to maintain very high quality service to our growing affluent client base. 

 

Our customized asset management is provided through an open architecture framework which emphasizes independent, conflict-free portfolios designed to achieve specific client objectives. Our strategic partnership with The Wealth Council enables the provision of the full spectrum of wealth management services through the seamless integration of investment, tax and estate plans. 

 

We are passionate about our business and our culture and are looking to attract, retain and develop individuals who have that same drive. We are looking for talented, highly motivated individuals who are committed to delivering the best possible client experience and who embody our culture and values as a creative, collaborative, authentic and hard-working organization. 

 

Palisade Capital is recruiting for our growing team in Calgary, Alberta. A high level of attention to detail and the desire to develop professionally and personally in a dynamic work environment is expected. The optimal candidate will thrive in a high growth, entrepreneurial environment in which each team member’s views are welcomed and respected. 

 

The successful candidate will support a team of portfolio managers by providing professional, efficient client service and sound administrative management of client accounts, in accordance with the firm’s policies and procedures and regulatory standards in the Canadian investment industry. They will process client information and be responsible for critical operational duties related to the portfolio managers’ and the team’s investment management activities. 

 

Responsibilities: 

 

  • Support the portfolio managers and other administrative personnel in administrative, client service and business development activities; 
  • Complete, check and forward various documents related to account openings and transfers; 
  • Monitor daily activity in client accounts and handle various administrative details as required; 
  • Provide support for and collaborate with Palisade Capital’s other administrative personnel in responding to client requests to ensure the maintenance of a high level of client service; 
  • Carry out data entry in the client relationship management / portfolio management system, including producing various documents and reports for clients and portfolio managers; 
  • Schedule appointments, meeting preparation and follow-up; 
  • Assist in the client annual review preparation and process; 
  • Actively engage in ongoing learning and development to continuously improve skills and knowledge; and 
  • Other ad hoc reporting and requests from clients and team members on an as needed basis. 


All responsibilities must be executed with the objective of achieving the most positive experience possible for Palisade Capital’s clients. It is expected that the role will be executed in the office alongside the balance of the Palisade Capital team. 


Competencies:  

  • Highly organized with ability to prioritize and manage multiple deadlines and tasks in a dynamic and fast-paced work environment; 
  • Strong interpersonal and relationship management skills to build trust and rapport with clients and colleagues; 
  • Analytical skills and the ability to understand, interpret, and report technical information; 
  • Ability to work effectively as part of the broader team, as well as individually; 
  • Excellent verbal and written communication skills; 
  • Ability to exercise independence, tact and discretion, as well as responsibly handle confidential information; 
  • Meticulous attention to detail; 
  • Ability to exercise good judgement, show initiative and be proactive; 
  • Superior problem-solving skills; and 
  • Desire to advance their career, taking on increasing responsibilities over time. 

 

Qualifications:  

  • Three years of relevant experience; 
  • Proficiency in Word, PowerPoint and Excel in a Windows environment; 
  • Canadian Securities Course, Conduct and Practices Handbook Course and willing to be licensed further as responsibilities grow; and 
  • Familiarity with customer relationship management / portfolio management systems. 


Please note that other combinations of qualifications and relevant experience may be considered. 

A competitive compensation package including full benefits will be provided. 


To Apply: 

Please apply in confidence by including your cover letter, resume and salary expectations in your application with “Wealth Management Administrative Assistant” in the subject line of your email to info@palisade.ca. 


To be considered for employment, candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with Palisade Capital, including but not limited to a criminal record check. Employment is contingent on the satisfactory completion of the pre-employment background check. 

Thank you for your interest in this position. Although we thank all applicants, only candidates considered for an interview will be contacted. 

www.palisade.ca 


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