Investments Administrator - Calgary, Alberta

The Investments Administrator role at PPI involves facilitating the processing of segregated fund trades and providing administrative support to ensure timely and accurate service levels to advisors. · Facilitate the processing of segregated funds, GICs, and other investment prod ...

The Investment Product Administrator will play a key role in building strong relationships with our clients (Advisors) through seamless customer service. · ...

The Investment Product Administrator will play a key role in building strong relationships with our clients (Advisors) through seamless customer service.This individual will work closely with the entire National Investments team handling account updates and openings, processing b ...

Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry:  wealth management and capital markets.  CG is driven by an unwavering commitment to build lasting client rela ...

We are seeking an individual to join our team in the Calgary office as an Associate to contribute to growing the business by supporting the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments ...

Job summary · We are seeking a highly organized and detail-oriented Administrative Assistant to support a growing, high-touch investment advisory practice. · ResponsibilitiesWorking directly with a team of Investment Advisors where the focus is on client relationships and buildin ...

As an Assistant you will contribute to growing the business by working closely with an Investment Advisor to service a portfolio of Richardson Wealth clients who are looking for customer service... · ...

Research, analyze and validate corporate action information and disseminate critical and relevant information to other areas of such as Portfolio Managers, Treasury Management, Valuations, Performance and Data Management. · ...

Job Description · RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary i ...

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ...

The Associate will contribute to the analysis of Private Equity investment opportunities across a range of industries and geographies, and help manage the program's existing portfolio of assets. · Researching, examining, and evaluating new investment opportunities, industries, an ...

The Opportunity · Are you a detail-oriented professional with a passion for the capital markets? Acumen Capital Partners is looking for a versatile  · Investment Advisor Assistant · to support high-performing, diverse advisory teams. · This is a unique "best of both worlds" role. ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

We are dedicated to driving innovation and excellence in the energy sector. As a recognized leader in Canada's energy industry. · ...

The Opportunity · JOB DESCRIPTION · At Canadian Natural we are dedicated to driving innovation and excellence in the energy sector. We operate one of the strongest and most diversified asset portfolios of any independent energy producer in the world. · ...

Clearwater Private Wealth is seeking a highly motivated and organized Administrative Assistant to join our team. · ...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). · About · Life at ATB is about more than work. In fact, we're consiste ...

The Leasing Agent is responsible for the professional leasing and administration of a Centurion Property Associates Inc. The HUB managed student housing community. · ...

This is a part-time on-site and remote role, located in Northwest Calgary, AB. The Admin Staff will handle various administrative tasks, such as scanning, copying, digital filing of client documents etc. · handle various administrative tasks · ...

This position has a hybrid work arrangement. On average, this means 3 days on-site per week. Please note that this is subject to change due to business priorities. · Daily trading of cash flows across the investment platform. Monitor for cash and liquidity as required. · Proficie ...