Client Administration Associate - Calgary, Canada - Vesta Wealth Partners
1 week ago
Description
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.
Primary Duties:
- Serve as the primary point of contact for clients with respect to client service onboarding initiatives.
- Verify that all documentation received from the client comply with regulatory and compliance standards and firmwide 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.
Expertise and 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
- At least 3 years of experience in a similar environment (preferred)
Pay:
$50,000.00-$65,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Onsite gym
- Paid time off
- Vision care
- Wellness program
Schedule:
- Monday to Friday
Education:
- Bachelor's Degree (preferred)
Experience:
- Finance/Financial: 2 years (required)
Work Location:
Hybrid remote in Calgary, AB T2P 0L4
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