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 studyAt least two years of administrative and / or client service experience within the financial industryExperience with different types of investment accountsExcellent verbal and written communication skillsCompletion of CSC or IFIC course strongly preferredProficiency with Microsoft Excel, PowerPoint and OutlookKnowledge of SS&C Pacer program, preferredHigh data input accuracy and exceptional attention to detailAbility to prioritize tasks and work well under pressure to meet tight deadlinesStrong personal initiative combined with excellent analytical and problem solving skillsTeam player with a positive attitudePersonal trading experience preferredAbility to maintain confidentialityKeen interest in financial marketsThis 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.