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Investment Account Financial Services AssociateOptimize Financial Group • Toronto, Canada
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Investment Account Financial Services Associate

Investment Account Financial Services Associate

Optimize Financial Group • Toronto, Canada
7 days ago
Job type
  • Full-time
Job description
Drive the financial services team as an Investment Account Financial Services Associate. This role focuses on back-office operations, demanding administrative acumen and knowledge of wealth management.

You will be integral in supporting the Tax, Estate, and Financial Planning departments. Your responsibilities include compiling required documentation, assisting with tax returns, and enabling effective financial plans. Detail-oriented and organized, you will also review new account documentation while ensuring all information is accurate and complete.

Key Responsibilities: • Support Tax Department in preparing returns • Compile information for estate and financial plans • Validate and review new account documentation • Assess information gathered for accuracy • Follow up on missing documentation effectively

Requirements: • Minimum 2 years of relevant experience required • Excellent attention to detail and organization • Knowledge of different investment accounts and types • Capable of managing tasks effectively under pressure • Full-time on-site work is mandatory

Apply your skills in a vital support role that focuses on client financial outcomes and strategic planning in wealth management. #J-18808-Ljbffr
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Investment Account Financial Services Associate • Toronto, Canada

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