Job Title: Account Administrator   

JOB ID: #16434133 

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 kzado@talentsphere.ca  

 

TSSHP 

LI-TS1 

Thank you for your interest in this job posting.

We look forward to hearing from you.

TalentSphere Staffing Solutions
talentsphere.ca

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