Client Administrative Associate
- AB, Canada
- Edmonton, AB, Canada
$70,000 to $80,000 CAD base (depending on experience) · Full-time
Applications open in a new tab.
Job details
- Pay
- $70,000 to $80,000 CAD base (depending on experience)
- Job type
- Full-time
- Apply by
- Experience
- 5 years experience in the investment industry working with private clients
- Posting language
- English
- Posted
Original job description
Job Title:
Client Administrative Associate
Location:
Edmonton, AB (Onsite)
Base Salary:
$70,000 to $80,000 CAD base (depending on experience)
The Client
Reputed private wealth management firm in Edmonton that assists high net worth individuals with investment plans, tax management, insurance, wealth transition and other services.
What you will achieve in this role
What you must bring to this role
Only those who are qualified will be contacted.
This posting is for an existing vacancy and is intended to fill a current open position.
Additional Information
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.
We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.
How to Apply
If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.
Client Administrative Associate
Location:
Edmonton, AB (Onsite)
Base Salary:
$70,000 to $80,000 CAD base (depending on experience)
The Client
Reputed private wealth management firm in Edmonton that assists high net worth individuals with investment plans, tax management, insurance, wealth transition and other services.
What you will achieve in this role
- Communicate with clients professionally and effectively
- Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently
- Perform operations related to financial transitions (purchases and sales of securities)
- Conduct portfolio trading
- Prepare corporate tax information
- Execute Internal/external transfers and process de-registrations
- Perform RRIF conversions and RESP withdrawals
- Administer EFTs, cheques and wires
- Execute internal transfers and internal client fee audits
- Generate daily, monthly, and annual business reports
- Provide backup support to team members when required
What you must bring to this role
- CIRO licensed, or willing to receive within 6 months of start date
- 5 years experience in the investment industry working with private clients
- Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP)
- Business bachelor’s degree (finance, business administration, commerce)
- Excellent listening and problem-solving skills
- Highly organized and meticulous attention to detail
- Excellent verbal and written communication skills
- Ability to respond creatively to new situations and challenges
Only those who are qualified will be contacted.
This posting is for an existing vacancy and is intended to fill a current open position.
Additional Information
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.
We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.
How to Apply
If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.
More about this job
Responsibilities
Communicate with private clients and administer investment account transactions, including deposits, withdrawals, transfers, currency conversions, securities trades, and registered account services. Prepare tax information, process payments and client fee audits, generate business reports, and provide backup support to the team.
Requirements
Candidates must have or be willing to obtain a CIRO license within six months, at least five years of investment-industry experience working with private clients, and strong knowledge of RRSP, RRIF, LIF, TFSA, and RESP accounts. A bachelor's degree in finance, business administration, or commerce is required, along with strong communication, problem-solving, organizational, and detail-oriented skills.
Skills
- Client Communication
- Deposit and Withdrawal Processing
- Securities Trading
- Portfolio Trading
- Tax Information Preparation
- Account Transfers
- RRIF Conversions
- RESP Withdrawals
- Electronic Funds Transfers
- Cheque and Wire Processing
- Fee Auditing
- Business Reporting
- Problem-Solving
- Attention to Detail
- Organization
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
Keywords
- CIRO License
- Private Wealth Management
- Investment Industry
- Private Clients
- Investment Accounts
- RRSP
- RRIF
- LIF
- TFSA
- RESP
- Securities
- Portfolio Trading
- Currency Conversion
- Tax Management
- Corporate Tax Information
- Financial Transitions
- Internal Transfers
- External Transfers
- De-registrations
- Electronic Funds Transfers
- Cheques
- Wire Transfers
- Client Fee Audits
- Business Reporting
- Background Screening