Administrative Assistant - Cambridge, Canada - Capstone Asset Management

Capstone Asset Management

Verified Company

Cambridge, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Capstone Asset Management is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick and Newfoundland & Labrador.

Striving to hold to Biblically informed values, we provide full discretionary investment management and individual investment mandates to high net worth individuals and families, institutions, pensions, foundations, and family offices.

We are a boutique firm with over $700 million in assets under management.

Title_**: Administrative Assistant
Reporting_ _to_: Maria Dawes & Janet Kim Sing
Department_: Private Wealth Team
Location_: Cambridge, Ontario
Summary of Position:_

Capstone Asset Management seeks an Administrative Assistant who will provide general back office support while working closely with other team members.

The successful applicant will be a self-starter, well organized, and a team player who aligns with our philosophical values. Capstone offers a competitive salary, an extensive benefits package and a generous vacation allowance.

Duties & Responsibilities:_
Assist in preparing and processing client paperwork related to investment accounts
General administration & reception duties
Assist with processing trades, EFTins/outs, internal account transfers and client contributions/withdrawals
Produce a variety of reports and statements as requested
Assist in collation and distribution of reports
Complete miscellaneous administrative tasks & projects as required
Liaison with our back office custodian
Qualifications & Experience:_
Knowledge of investment account types such as RRSPs, RESPs and TFSAs, and Lockedin accounts
Minimum of 2 years administrative experience preferably with a financial institution
Proficiency in MS Office including Word, Excel and Outlook
Ability to learn various software resources for report generation and other tasks
Ability to multitask while remaining organized
Strong attention to detail, task oriented and organized
Clarity in written and verbal communications
Advantages:_
Familiarity with industry and service provider software/systems such as Infinite Harmony, SGGG Diamond, NBIN NetRep and iMost
Canadian Securities Course or similar investment education
Experience in a Fund Management, IIROC, MFDA or CSA regulated environment