Analyzing complex issues for best course of action
The role involves enhancing client relationships with exceptional customer service while processing financial and non-financial investment transactions
Job Summary
The role involves enhancing client relationships with exceptional customer service while processing financial and non-financial investment transactions.
Candidates will be responsible for analyzing complex issues, producing ad-hoc reports, and managing approval processes per Fund Administrator requirements.
The position offers exposure to cross-jurisdictional operations and the opportunity to work directly with senior management in a dynamic global team.
Matching Summary
The role involves enhancing client relationships with exceptional customer service while processing financial and non-financial investment transactions.
Salary
Base: CAD $50,000.00 – CAD $51,000.00; Bonus: Discretionary yearly bonus based on performance; Benefits: Not specified
Skills & Requirements
Must-have
Processing financial investment transactions
Responding to advisor and fund manager inquiries
Analyzing complex issues for best course of action
Nice-to-have
Ability to work independently and as a team contributor
Self-starter who volunteers for new opportunities
Strong analytical and problem-solving skills
Key Requirements
Associate's or Bachelor's Degree in Accounting/Finance
Three years' experience in Financial Services industry