We’re growing!! And looking for a passionate, driven and energetic candidate to
join our team for the position of Operations Associate, Wealth Solutions located
in Guelph, Ontario.
Job Description
We are searching for an organized, detail-oriented person with strong customer
service skills to work closely with the entire Wealth Management team to provide
client service support and accurate database management and document control for
processing, recording and managing all investment-related paperwork and data
requirements while supporting Skyline’s shared goal of creating meaningful value
and an exceptional experience for our customers, our people and our communities.
What you will be doing:
- Set up online portal access and link client accounts while verifying
information, ensuring secure access and troubleshooting any issues.
- Process investor account related transactions including New Purchase trades,
Redemptions, Transfers, and Distribution Changes.
- Complete reconciliations of processed transactions to identify any
discrepancies.
- Communicate with accounting on all relevant transactions
(purchases/redemptions/transfers) that have been entered into the CRM and
ensure amounts balance with the accounting team by providing supporting
documentation, when required.
- Responsible for creating Financial Accounts, Financial Holdings in addition
to the applicable transaction.
- Assist the Relationship Managers and Sales Associates in managing the ongoing
workflow of investment-related paperwork, including but not limited to,
gathering client files, preparing and revising any required
investment-related paperwork such as subscription agreements, DRIP
agreements, and FATCA forms.
- Process investor account information including addresses, name changes, and
updating all relevant records.
- Manage Docu-Sign process including handling all required investor documents
to ensure receipt of fully completed paperwork in a timely manner.
What we look for:
- An administrative wizard who has a good grasp of database management.
- Knowledge of exempt market investments and holistic financial planning.
- You love details and nothing falls through the cracks!
- Professionalism - it means so many things, but to us it's about taking pride
in the quality of service we provide to our customers.
- Communication expert (emails, phone calls, etc.) with a focus on being
professional and timely.
- Ability to multi-task while managing multiple projects effectively and a
capacity for dealing with tight deadlines.
- Strong sense of confidentiality and integrity is a must.
- Experience with using CRMs or other customer focused software would be a
plus!
- Completion of the Exempt Market Products exam.
- Fundserv and Mutual Fund or Exempt Market Investment administration
experience
- High School Diploma or equivalent required.
- Minimum three (3) years' experience in financial services customer service
and administrative support.
- Completion of Investment Funds Institute of Canada (IFIC) or Canadian
Securities Course (CSC) would be considered an asset.
Why you want to work here:
- Staying organized is a skill you have always been proud of.
- You want to be a part of a great team that celebrates individuality, supports
and builds people up.
- You get a thrill from providing superior customer service and from knowing
that you positively impact people’s lives every day.
- Being that person who can see the problems before they happen (think the
matrix) and use good judgment and innovation to solve it is your specialty.
- Working for a growing company that supports environmental stewardship and
social responsibilities gives you the warm-fuzzies.
- You want to work for a company that supports work-life balance and truly
cares that you are fulfilled in your life.
The Skyline Group of Companies is a fully integrated investment management
organization: grounded in real estate, powered by people, and growing for the
future. Every aspect of Skyline is managed with the utmost care and attention to
detail, from consulting with investors to fostering a sense of community at each
and every one of our properties.
We offer our employees competitive pay, benefits, RSP match program, paid
volunteer day, on-going training, growth potential and so much more. Our
workplace culture empowers staff at all levels to become involved in supporting
and building vibrant communities.
Come be a part of Skyline – Building Careers and Communities!
BeaskylinerGRP
