Job Summary

• Welcome new clients and guide them through the onboarding experience.
• Prepare, track, and process investment account paperwork for account openings, transfers, updates, and related activities across multiple custodians in both Canada and the U.S.
• Identify opportunities to improve workflows and enhance the client experience; help document and update standard operating procedures.

Matching Summary

Salary

Base: $60,000-65,000 CAD; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Key Requirements

• Bachelor's Degree in Business, Finance, or related field
• Strong attention to detail
• Comfort working with structured processes
• Clear communication skills
• Ability to manage multiple tasks and deadlines

Work Rights