Mutual Funds Associate - Vancouver

Only for registered members Vancouver, Canada

1 month ago

Default job background
$50,000 - $60,000 (CAD)

Job summary

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department.

The role involves reviewing and submitting Systematic Plan instructions to fund companies, following up with Non-Financial updates submitted through XML to fund companies, and processing Internal Transfers requests.

Due to the time sensitivity of these functions, the successful candidate must possess excellent time management skills and an exceptional attention to detail.

Qualifications

  • Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry;
  • Microsoft Office with a willingness and ability to learn new applications;
  • Customer service, organization, and prioritization;

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