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Added 13 mins ago
HH
Registered Practical Nurse
Halton Healthcare
Oakville, ON
- Contract
Current Heart & Stroke approved Basic Life Support (BLS) certification required at time of hire · Hours: Monday to Sunday - Various rotating 12 hour shifts - 0730-1930; 1930-0730 (hours subject to change based on operational needs)
Added 13 mins ago
HH
Registered Practical Nurse
Halton Healthcare
Georgetown, ON · Halton Hills, Ontario
- Part-time
Medication administration certification and experience
Added 13 mins ago
HH
Administrative Assistant
Halton Healthcare
Oakville, ON
- Contract
Shift Schedule (Hours are subject to change based on operational needs): Mon-Fri – 7.5 hour day shifts
Added 13 mins ago
HH
Registered Nurse
Halton Healthcare
Oakville, ON
- Contract
Current Heart & Stroke approved Basic Life Support (BLS) certification required at time of hire · Hours: Various rotating 12 hour shifts - 0730-1930 and 1930-0730 (Hours are subject to change based on operational needs)
Added 13 mins ago
HH
Administrative Assistant
Halton Healthcare
Oakville, ON
- Contract
Hours: Monday to Friday - 7.5 hour day shifts (Hours are subject to change based on operational needs) · Shift Schedule (Hours are subject to change based on operational needs): Mon-Fri – 7.5 hour day shifts
Added 13 mins ago
YO
Supervisor Early Years
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Kelowna, BC · Lake Country, BC
- Full-time
Support staff scheduling, program operations, and daily program administration.
Added 13 mins ago
CC
Retail Shift Leader
Canna Cabana
Toronto, ON · Front Street, Toronto, ON
- $17.95 to $19.5 CAD / hour
- Part-time
Must have valid CannSell to work in a retail cannabis store · Must have or be able to successfully complete a Police Background Check
Added 13 mins ago
T
Coordonnateur, Programme de gestion des compétences / Coordinator, Skills Management Program
Textron
Mirabel, QC
- Full-time
Added 27 mins ago
SF
Project Coordinator
Simon Fraser University
Burnaby, BC
- Full-time
The Project Coordinator is responsible for the day-to-day project coordination and administration of projects within their division, integrated divisional initiatives and assists with the…
Added 27 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…Human Resources Generalist serves as a trusted resource for administration, benefits, learning and development, administration, onboarding, offboarding, Human Resources operations, policy…
Added 27 mins ago
CO
Administrative Assistant 3 - Front Desk
City of Saint John
Saint John, NB
- Full-time
…Coordinator, the position is responsible for general reception and administration duties for the Saint John Police Force as outlined in the Standard Operating…
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Engineering & Service Coordinator
Epiroc
Val-d'Or, QC
- Full-time
Diploma in Office Administration, Business Administration, or a related field.
Added 27 mins ago
TP
General Manager
Trycewell Partners Inc.
Red Deer, AB
- Full-time
…Controller. Fleet & Equipment, Health, Safety & Environment, and Administration will report to…
Added 27 mins ago
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Vendor Analyst (12-Month Contract)
BGIS
Markham, ON
- Full-time
Added 27 mins ago
C
https://fa-ewgu-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_2001/job/38504/?utm_medium=jobshare&utm_source=External+Job+Share
Chubb
Montreal, QC
- Contract
Added 27 mins ago
LS
Executive Assistant
LRO Staffing
Ottawa, ON
- Contract
Post-secondary education in administration or related field
Added 27 mins ago
S&
Payroll Coordinator
Stevenson & White
Ottawa, ON
- $60,000 to $68,000 CAD / year
- Contract
Added 27 mins ago
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Project Administrator
Thiess
Sudbury, ON · Greater Sudbury, ON
- Full-time
…regulatory compliance. This role reports directly to the Finance & Administration…
Added 27 mins ago
LB
Office Agent Class I - Westwood Senior
Lester B. Pearson School Board (LBPSB)
Hudson, QC
- Temporary
Added 27 mins ago
KM
Service Operations Administrator (GTA)
Konica Minolta Business Solutions Canada
Mississauga, ON
- $42,609.32 to $61,251 CAD / year
- Full-time
Warranty Administration - Prepare and distribute accurate and timely service and issue resolution reports
Added 27 mins ago
B
General Repair Technician I
BGIS
Ottawa, ON
- Full-time
Added 27 mins ago
AW
Infrastructure Engineer
Agilus Work Solutions
Cambridge, ON
- $50 to $70 CAD / hour
- Contract
…experience in enterprise monitoring, automation, and cybersecurity administration who enjoys taking ownership of technical…
Added 27 mins ago
E
Procurement Operations Coordinator
Ericsson
Ottawa, ON
- Full-time
5–10 years of experience in purchase order management, procurement operations, vendor administration, accounts payable support, or a comparable role
Added 27 mins ago
K
Director of Operations
Kuehne+Nagel
Mississauga, ON
- Full-time
Bachelor’s degree in Supply Chain Management, Business Administration, Logistics, or a related field (required)
Added 27 mins ago
BA
Client Engagement Associate
Burkett Asset Management Limited
Victoria, BC
- Full-time
Support client account administration, including onboarding, updates, and documentation with custodians and internal systems

Burkett Asset Management Limited

Client Engagement Associate

Victoria, BC, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 12, 2026
Experience: 0-2 years of experience in client service, financial services, or administrative support within a professional or regulated environment (accounting, legal services, etc.)
Posting language: English
Posted: Nov 12, 2026

Original job description

Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than $500 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.

The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Saskatchewan, Manitoba, Yukon and Ontario Securities Commissions. Our robust category of registration commands that we act solely in our client’s best interest as legal fiduciaries and is a point of pride and professional ethics as we go about our work.

Job Overview

Burkett Asset Management is seeking a Client Engagement Associate to join its growing team. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication skills, proficiency with technology and high attention to detail.

The Client Engagement Associate will support the day-to-day management of clients as the first point of contact for all non-investment related inquiries. This is a role designed for individuals who are detail-oriented, procedurally driven, and committed to delivering exceptional service. The Client Engagement Associate will also support the Portfolio Managers as required on ad-hoc tasks.

Key Responsibilities

Serve as the first point of contact for all client communications and manage the central service inbox
Ensure end-to-end resolution of client service matters, coordinating across departments as needed
Support client account administration, including onboarding, updates, and documentation with custodians and internal systems
Assist with compliance-related tracking and record-keeping, including Know Your Client (KYC) and Trusted Contact Person (TCP) information
Prepare for and attend client meetings, ensuring accurate documentation and timely follow-up on action items
Maintain and leverage the CRM tool for tracking client interactions and managing business development efforts
Develop and maintain marketing materials and campaigns, including, blog updates, brochures, and surveys.
Participate in firm-wide projects and process improvements, contributing a client-first perspective to organizational development
Collaborate with operations, compliance, and external advisors to ensure smooth firm operations, including regulatory filings and audits
Contribute to client communication efforts, including presentations, market updates, and reporting materials

Job Requirements

A career in Investment Management is challenging and fast-paced. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:

0-2 years of experience in client service, financial services, or administrative support within a professional or regulated environment (accounting, legal services, etc.)
Canadian Securities Course or willingness to complete
Strong proficiency with Microsoft Office (Excel, Word, PowerPoint, and Outlook)
Strong analytical skills, process oriented
Excellent communication skills, both written and verbal, with the ability to present complex ideas clearly and effectively
Highly organized with strong time management skills and the ability to manage multiple priorities
Clear understanding of investment operations an asset (trading, account opening, liquidity needs, etc.)
Integrity and ethics second to none

Job Type & Location

Full-time (Monday to Friday), on-site
Victoria, BC: reliably commute or plan to relocate before starting work (required)
Willingness to occasionally work beyond a normal work schedule to meet seasonal/peak workloads and deadlines

Benefits

Competitive salary: ($60,000 - $80,000) plus bonus
Incentive program
Professional development
RRSP matching, when eligible
Company social events
Comprehensive health and dental benefits
Meal allowance for extended working hours
On-site parking
Paid time off
Flexible summer Fridays (varies based on business needs)
Opportunity to be a member of a growing, entrepreneurial firm with long-term career potential
A collaborative and flexible work environment that values both professional excellence and quality of life
Close-knit office culture

We thank all applicants; however, only those selected for further consideration will be contacted.

Apply on LinkedIn About employer

More about this job

Responsibilities

Serve as the first point of contact for client inquiries, resolve service matters, and support account onboarding, updates, documentation, compliance tracking, and client meetings. Maintain CRM records, develop marketing and client communications, and collaborate with internal teams and external advisors on operations, regulatory work, and process improvements.

Requirements

The role seeks candidates with 0–2 years of client service, financial services, or professional administrative experience, along with strong communication, analytical, organizational, and time-management skills. A Canadian Securities Course or willingness to complete it is required, as are proficiency with Microsoft Office, integrity, and careful attention to detail; investment operations knowledge is an asset.

Skills

Client Service
Client Communication
Account Administration
Attention To Detail
Microsoft Office
Excel
Word
PowerPoint
Outlook
Analytical Skills
Organization
Time Management
Know Your Client (KYC)
Compliance Record-Keeping
Investment Operations

Benefits

Bonus
Incentive Program
Professional Development
RRSP Matching
Company Social Events
Health And Dental Benefits
Meal Allowance
On-Site Parking
Paid Time Off
Flexible Summer Fridays

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Client Engagement
Client Service
Portfolio Management
Canadian Securities Course
Microsoft Office
Excel
Word
PowerPoint
Outlook
Know Your Client (KYC)
Trusted Contact Person (TCP)
Account Onboarding
Account Administration
Investment Operations
Trading
Liquidity Needs
Compliance
Regulatory Filings
Audits
Client Communications
Marketing Materials
Business Development
Process Improvement
Financial Services
Fiduciary Duty

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Work requirements

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