Legal Assistant

Client Relations Associate for well established discretionary portfolio management client, mid-town Toronto.

Marberg Job Number : 2291.

Job Type : Full Time Permanent.

Compensation : From $70,000 to $80,000 per annum plus bonus, benefits and RRSP.

Regular Work Hours : From 9 am to 5 pm with 1 hour lunch break, Monday to Friday (35.0 work hours per week).

Work Location : Hybrid - combination of 1 day remote-based (either Monday or Friday) and 4 days onsite at client's mid town Toronto office, close to TTC station.

Responsibilities Summary :

Assist in management of day-to-day client activities and account administration; support ongoing projects and business development;

and execute marketing activities and events.

• Prepare, execute and maintain account documentation and KYC information for discretionary managed accounts, providing a comprehensive review of information, and utilizing superior attention to detail.
• Prepare client meeting review materials, and participate in client meetings to document, track and administer any required account changes.
• Respond to client and portfolio managers’ inquiries and escalate any matters as necessary.
• Ensure accurate and professional client communications.
• Manage and maintain CRM and additional records management systems.
• Manage custodian and administrator relationships to ensure business expectations are met.
• Support marketing and communications projects.
• Maintain and develop industry knowledge to ensure the highest level of client service and best practices are delivered to clients.
• Additional client relationship management, portfolio administration, project coordination and marketing and special events coordination responsibilities as required.

Qualifications :

Education : Post Secondary Degree in Business, Finance or related field.

Professional Credentials : Completion of Industry courses such as the CSC, CFP, or CIM. Canadian Securities Course or prior industry registration preferred.

Preferred Work Experience : At least 3+ years of relevant industry experience.

Preferred Sector Experience : Sound knowledge of the financial services industry, including financial planning, wealth management, investment management, private wealth, or portfolio management.

Technical and Language Skills Requirements :

• Advanced proficiency in Microsoft Excel, Word, Power Point, Outlook and Teams (will be tested).
• Advanced proficiency in Adobe Acrobat (will be tested).
• Strong data entry and attention to detail (may be tested).
• Expert level English communication skills, both written and verbal, including advanced level business writing skills, excellent spelling, grammar, proofreading and syntax, and polished, professional telephone manners.

Task -Based Qualifications and Additional Attributes :

• Career focused and results driven, with strong analytic skills
• Demonstrated ability to deliver superior client service within a fast-paced, growing business.
• Strong knowledge of investment products, instruments and account types.
• Experience with financial portfolio management, CRM systems, and financial planning services.
• Strong administrative skills, with superior attention to detail and a focus on furthering efficiencies.
• Demonstrated record of professional conduct and character. Responsible, reliable and works to deadlines.
• Proven ability to professionally handle confidential information and exercise good judgement in the interpretation and application of instructions and organization policy.
• Advanced organizational, coordinative and time management skills, with the ability to prioritize tasks effectively for self and others, meet tight deadlines and work well under pressure.
• Demonstrated ability to apply project management principles, methodologies and best practices.
• Strong relationship management skills including client and vendor relations management, business networking, negotiation, change management and consulting / advisory skills.
• Demonstrated ability to work well both independently and collaboratively, and liaise effectively with a diverse range of professional contacts.

Additional Requirements :

• Must be legally entitled to work in Canada, providing satisfactory documentation upon request.
• Ability to work both remotely and onsite, abiding by organization health and safety policies.
• Ability to declare personal Non-Conflict of Interest in execution of position responsibilities.
• Satisfactory Background Checks, Technical Skills Evaluations, and Employment References.

Application Notes :