Investor Services Associate

Apex Group

Base: cad $50,000.00 – cad $51,000.00; bonus: disc...
Onsite
Processing financial investment transactions
Responding to advisor inquiries timely
Analyzing complex issues for solutions
The role involves enhancing client relationships through exceptional customer service while processing complex financial transactions

Job Summary

  • The role involves enhancing client relationships through exceptional customer service while processing complex financial transactions.
  • Candidates will be expected to analyze difficult requests, produce ad-hoc reports, and manage strict approval timelines.
  • The position offers exposure to senior management and a dynamic global team within a rapidly growing organization.

Matching Summary

The role involves enhancing client relationships through exceptional customer service while processing complex financial 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 inquiries timely
  • Analyzing complex issues for solutions
  • Managing approval processes and timelines
  • Testing application enhancements

Nice-to-have

  • Knowledge of hedge fund administration
  • Experience with alternative products
  • Ability to work independently
  • Strong analytical problem-solving skills
  • Self-starter volunteering for new projects

Key Requirements

  • Associate's or Bachelor's Degree in Accounting/Finance
  • Three years' experience in Financial Services industry
  • Five days in office requirement

Work Rights

Not specified

Tailored Resume

Cover Letter