Talent.com
Private Client Associate

Private Client Associate

Beutel, Goodman & Company Ltd.Toronto, ON, Canada
6 days ago
Job type
  • Full-time
Job description

Overview

The Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters, and will be responsible for providing timely and high quality service.

Key Responsibilities

  • Onboard new accounts and ensure that all mandatory documentation is organized and complete
  • Maintain ongoing client documentation to comply with regulatory requirements and internal compliance procedures
  • Maintain account-related information in the CRM database
  • Assist in the trading and settlement process for client accounts
  • Respond to inquiries from clients, custodians and coworkers in a timely and professional manner
  • Assist in production of periodic (monthly / quarterly) and ad hoc client reports, presentations and projects
  • Perform related duties as assigned
  • Support the team with a variety of daily tasks, special initiatives and projects.
  • Resolve reconciliation issues that arise from cash balances and asset positions with custodial records

Requirements

  • Bachelor’s degree in accounting, finance, or related area of study
  • At least two years of administrative and / or client service experience within the financial industry
  • Experience with different types of investment accounts
  • Excellent verbal and written communication skills
  • Completion of CSC or IFIC course strongly preferred
  • Proficiency with Microsoft Excel, PowerPoint and Outlook
  • Knowledge of SS&C Pacer program, preferred
  • High data input accuracy and exceptional attention to detail
  • Ability to prioritize tasks and work well under pressure to meet tight deadlines
  • Strong personal initiative combined with excellent analytical and problem solving skills
  • Team player with a positive attitude
  • Personal trading experience preferred
  • Ability to maintain confidentiality
  • Keen interest in financial markets
  • This posting is for a current vacancy on our Private Clients team. To apply, send your resume to

    If you require any accommodations during the recruitment process, please email us at A member of our HR team will reach out to you.