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    Client Administration Associate - Calgary, Canada - Vesta Wealth Partners

    Vesta Wealth Partners
    Vesta Wealth Partners Calgary, Canada

    5 days ago

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    Description

    SUMMARY:
    Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions.

    We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing our clients onboarding and administrative needs.


    RESPONSIBILITIES:

    • Serve as the primary point of contact for clients with respect to client service on-boarding initiatives.
    • Verify that all documentation received from the client comply with regulatory and compliance standards and firm-wide policies.
    • Managing portal systems including bulk uploading client documentation and quarterly/performance reporting.
    • Day to day client cash flow management and administrative needs. Handling of escalated custodial requests.
    • Client account updates and administration internally and through our custodial accounts.
    • Updating and managing client portal systems and any additional client requests.
    • Monthly liquidity administration (journals, subscription, and redemption documents).
    • Fund administration related to subscription agreements and capital calls.
    • Updating task management boards.
    • Client filing (electronic and hard copy).
    • Recording minutes for client meetings, preparation of meeting material including meeting time setup and requests.
    • Ad hoc administrative work as may be required.

    QUALIFICATIONS:

    • Bachelor's degree (preferred)
    • Able to switch seamlessly between tasks
    • Efficient at prioritizing tasks and delivering under short lead times
    • Excellent communication skills within the team and when talking to clients and business partners
    • Able to problem solve independently and within a team environment
    • Strong organizational skills, with careful attention to detail
    • Solid technical knowledge of Windows and Microsoft operating systems. Comfort working with data and new data technology systems
    • Work well under deadline pressure and in dynamic environments
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