Description
<p><b>Here are the Job details for your review:</b></p><p><br></p><p><b>Job Title: Account Manager/Investment Advisor</b></p><p><b>Duration: 12 Months (Possibility of extension or Temp to Perm)</b></p><p><b>Location: Toronto, ON M5X 1J9 (Hybrid)</b></p><p><b>Completion of the CSC is required.</b></p><p><br></p><p><b>Description</b></p><p>Client is Canada’s leading provider of custody, trade execution and brokerage solutions for Independent Portfolio Managers, Introducing Brokers, and Investment Fund managers. With over 25 years of continuous service and a team of more than 240 professionals, we serve 400 independent firms with over $290 billion in assets and 800,000 Canadian investors.</p><ul><li>This position is responsible for providing efficient administrative support to clients by ensuring that all assignments are completed in a prompt and accurate manner, and all queries are replied to in a timely manner.</li><li>The successful candidate will be eager to expand knowledge in Admin Hub from an Operational perspective.</li><li>Additionally, the candidate will work with multiple technology platforms and develop a thorough understanding of their interaction.</li><li>The candidate will be responsible for communicating via email directly to Networks/internal partners, while navigating operational processes.</li><li>Collaborate with internal partners, primarily Banking, Transfers, Data Services and Fees</li><li>This role requires curiosity and meticulous organization to properly prioritize day to day activities related to processing of tickets and answering inquiries.</li></ul><p><br></p><p><b>Main Responsibilities</b></p><ul><li>Provide support to the Service evolution teams as well as clients.</li><li>Responsible for timely completion of assigned tasks within S.L.A. and follow-up to ensure any outstanding items are processed.</li><li>Daily review and approve administrative items such as De-registrations, Bank Transfers, Foreign Exchanges,, Internal Account Transfers and Fee Set Ups</li><li>Provide process improvement recommendations that will enhance the overall business relationship with clients.</li><li>Sundry duties as assigned.</li></ul><p><br></p><p><b>Behaviours:</b></p><ul><li>Proactive take charge of challenges impacting the team.</li><li>Contribute to an inclusive and collaborative culture at client.</li><li>Be a change agent and articulate the positivity of change.</li><li>Passionate about delivering exceptional client experience.</li><li>Be a change agent for culture, technology, and methodology.</li><li>Challenge the existing process.</li><li>Identify opportunities to improve the client and employee experience.</li><li>Self-start requiring limited supervision that acts as a resource to colleagues.</li></ul><p><br></p><p><b>Qualifications:</b></p><ul><li>University degree with a minimum of two years in a brokerage/service role</li><li>Completion of the CSC and CPH is preferred.</li><li>Possess knowledge of the structure, procedures and systems utilized within network and Support Areas</li><li>Knowledge of the regulatory and legal aspects of the industry</li><li>Strong knowledge of systems such as IBM</li><li>Complete familiarity with PC based programs such as MS Word and MS Excel</li><li>Strong time management skills</li><li>Superior level of customer service</li><li>The ability to multitask in a fast-paced environment and attention to detail.</li><li>Excellent communication skills</li></ul><p></p>
