Account Administrator - Toronto, Canada - TalentSphere Staffing Solutions

Description

Job Title: Account Administrator

JOB ID: #

Location: Downtown Toronto - ONSITE 4 days/week

Industry: Financial Services

Salary: $55,000-$60,000 + Bonus and Excellent benefits

Position Overview:

Our client, an independently owned leading global investment firm, is looking for an Account Administrator. As a valued member of the Private Client Group, you will report directly to the Senior Manager, Private Client Operations. Your primary responsibility will encompass a broad range of day-to-day tasks crucial for supporting the department's operations. This includes processing new account documentation, assisting in the preparation for client meetings, and other administrative tasks.

Key Responsibilities:

• Develop strong relationships and provide support to the Canadian Private Client Group
• Collaborate and liaise with the PCG and more broadly within the firm to complete PCG responsibilities.
• Process account opening documentation, including gathering required approvals.
• Process know your client (KYC) documentation.
• Ensure the client relationship management (CRM) system is updated and well maintained.
• Save/file client documentation.
• Assist with recurring internal reporting.
• Provide support for preparation of client materials for investment review meetings, including printing.
• Ensure printed materials are kept up to date.
  

Required Qualifications:

• Undergraduate degree.
• 2+ years of financial services experience (administration/client services).
• Completion of or a willingness to pursue the Canadian Securities Course (CSC).
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and adeptness in utilizing internet search resources.
• Basic understanding of financial account types, including registered plan accounts.

This is an excellent opportunity to work alongside a progressive, high performing team with access to mentorship and support from leaders. Unlock future career opportunities and apply today for immediate consideration

TSSHP

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