- Provide support to the Investment Counsellor team to assist in the managing of administrative aspects of client relationships;
- Prepare investment manager and custodian account opening documentation and coordinate the opening of custody and investment manager accounts for new and existing clients;
- Prepare and review trade tickets;
- Process trades for pooled funds and exchange traded funds;
- Coordinate cashflows and transfers of assets to client accounts; and
- Maintain and update client information including Know Your Client (KYC) documents.
- College or University degree – preferred major in business
- 5 or more years' experience in the financial industry
- Strong analytical and problem solving skills
- Excellent written and verbal communication skills
- Strong time management and interpersonal skills
- Understanding the team culture
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The PUR Company Inc. Toronto, CanadaThe PUR Company is looking for a Associate Account Manager to join the team We're a team of entrepreneurial thinkers, with a relentless drive to get things done, passionate about what we do and the innovative impact we are making. We do it all while having fun and acting with PUR ...
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GroupM Nexus Toronto, Canada**Associate Account Manager, Search & eCommerce** · **Purpose of Job**: · The Associate Account Manager is responsible for the day-to-day management of a client's paid search and ecommerce initiatives. These includes managing the execution of Google search & Amazon campaigns base ...
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Associate Account Executive
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Aon Corporation Toronto, CanadaPosting Description: · **Job Title Associate Account Executive** · - Are you curious the inner workings of risk related to commercial accounts? Interested in working with a team of experts who are generous with sharing their knowledge, and joining an industry leading, highly incl ...
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Quest Audio Visual Inc Toronto, Canada**JOB POSTING**: Associate Account Executive - Quest Audio Visual · Job Summary · Quest Audio Visual attributes its success to the strength of all the diverse talent throughout the different departments. To build on this momentum, we are growing our Sales team and seeking an Asso ...
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Senior Account Associate - Toronto, Canada - Guardian Partners Inc.
Description
JOB STATEMENT:
Guardian Capital Group Limited ("GCG") is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer. Our focus at GPI is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. To a lesser extent, our clients also include pension plans, ideally related to our client base. Our clients are coast to coast and reside primarily in Canada. As a trusted advisor for families we work closely with our clients' taxation, estate planning, and insurance advisors delivering a holistic solution and client experience. The goals of our endowment and foundation clients reach beyond investment returns and include social impact and social and societal good.
GPI ) presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.
ESSENTIAL FUNCTIONS:
JOB REQUIREMENTS: