Senior Account Associate

JOB STATEMENT :

Guardian Capital Group Limited ( GCG ) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions.

Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer. Our focus at GPI is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals.

To a lesser extent, our clients also include pension plans, ideally related to our client base. Our clients are coast to coast and reside primarily in Canada.

As a trusted advisor for families we work closely with our clients’ taxation, estate planning, and insurance advisors delivering a holistic solution and client experience.

The goals of our endowment and foundation clients reach beyond investment returns and include social impact and social and societal good.

GPI ( https : / / www.guardiancapital.com / gpi ) presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.

ESSENTIAL FUNCTIONS :

• Provide support to the Investment Counsellor team to assist in the managing of administrative aspects of client relationships;
• Prepare investment manager and custodian account opening documentation and coordinate the opening of custody and investment manager accounts for new and existing clients;
• Prepare and review trade tickets;
• Process trades for pooled funds and exchange traded funds;
• Coordinate cashflows and transfers of assets to client accounts; and
• Maintain and update client information including Know Your Client (KYC) documents.

JOB REQUIREMENTS :

• College or University degree preferred major in business
• 5 or more years’ experience in the financial industry
• Strong analytical and problem solving skills
• Excellent written and verbal communication skills
• Strong time management and interpersonal skills
• Understanding the team culture
17 days ago