Investment Associate

 


INVESTMENT ASSOCIATE (Winnipeg, Manitoba)
Are you known as a proactive problem solver? Have you provided superior service and support to high-net-worth clients in the financial or investment services sector? If you have completed the Canadian Securities Course, this growing Manitoba company is looking for an Investment Associate. In this role, you will support investment advisors, while helping to maintain the company’s high standards of client service and records management.


You will use your proven skills in organizing and maintaining confidential information to foster company growth. If you are a driven professional who is looking for an opportunity to grow your career, we want to hear from you.

WHAT YOU WILL DO
* Serve as the main point of contact for high-net-worth clients to provide information and open documents (KYC documents)
* Ensure accurate processing of client transactions (e.g. converting RRSPs to RRIFs, setting up RRIF payments, managing estates, updating beneficiaries, etc.)
* Support all investment advisors with a range of administrative functions 
* Process trades and prepare client quotes and reporting
* Ensure all client documentation is complete, accurate, and compliant with industry regulations
* Maintain current knowledge of industry and company policies and procedures
* Prioritize and organize multiple orders and requests for reporting
* Proactively and independently complete tasks


MUST HAVES
* 3 to 5 years of administrative experience in the financial services industry – specifically working with high-net-worth clients
* Complete Canadian Securities Course (CSC) and Conduct and Practices Handbooks Course (CPH) from IIROC and Investor Relations (IR) certification
* Track record of maintaining confidential information
* Ability to be team oriented and adaptable
* Excellent customer service skills
* Proven ability to prioritize multiple tasks in a fast-paced environment
* Track record of excellent attention to detail and working independently
* Strong CRM and KYC knowledge and understanding of compliance regulations
* Post-secondary education in business administration or accounting would be an asset


WHY WORK WITH THIS COMPANY?
* Excellent opportunities for career growth and development
* Hard-working but fun team environment
* Company encourages and supports open communication
* Fast-growing wealth advisory company that prioritizes the needs of clients and staff


APPLY NOW
Please send a resume (quoting job number 16620) to COURTNEY CZEZOWSKI, Senior Recruitment Consultant, at cczezowski@pinnacle.jobs or phone 204.926.3519 for more information.


ABOUT PINNACLE
Does your current job harness your full potential? As a leading recruitment firm in Manitoba, with 25 industry specialized recruiters, Pinnacle can help. Think of Pinnacle as a personal shopper for your career: First, we get to know you – your skills, experience, career goals, and desired work culture. Next, we present the best-matched career opportunities for you. Finally, once you have found a perfect fit, Pinnacle helps you with the details to ensure a smooth transition. When you’re prepared to take the next step in your career, Pinnacle will be ready to help.

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