With approximately C$158.3 billion in assets under management as of September 30, 2022, our client, an independent firm, is one of Canada's leading investment managers. They offer customized multi-asset solutions across all public and private markets asset classes to institutional investors, financial intermediaries and private wealth clients in
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North America, Europe and key markets of Asia. We strive to be at the forefront of the science of investment management and are passionate about creating lasting wealth for our clients. Our Client is recognized for its talented employees. Their teams collaborate and seek to leverage the most innovative and diverse offerings in the global industry to build strategies that meet the needs of all of our clients, wherever they are.
Advantages
• Inclusion and diversity in the workplace
• Development opportunities
• Entrepreneurial culture, leader in its industry, with a well-defined mission
• Flexible working conditions, competitive compensation and benefits
• Collaborative approach, culture promoting innovation and integrity
• An ambitious organization that aims for excellence
Responsibilities
Support customers throughout the process of opening an account with the company
Collect the essential data required for the onboarding process for new customers
Prepare all documents related to the opening of accounts for signature by the client, including documents for the financial company, the Canada Revenue Agency and the custodian
Ensure that account portfolio information is set up, updated and validated in accounting and internal systems
Record and update customer contact information and other related information in the appropriate customer relationship management system
Provide business support for applications related to updating firm data
Liaise with compliance officers, operations staff and portfolio administration staff
Participate in or lead the testing and implementation of operational improvements and special projects
Qualifications
Degree in business administration, commerce or relevant experience in portfolio administration
Enrolling in the program or obtaining the IFIC designation or the CSC designation, an asset
Previous experience in the financial services industry
General knowledge of the investment industry and financial markets
Results orientation, ability to work under pressure and manage priorities
Meticulous, strong analytical skills and good work methodology
Strong interest in technology and willingness to work with multiple systems
Ability to work independently, but also to be a team player
Advanced knowledge of Microsoft Office Word Excel, PowerPoint and Outlook software
Excellent ability to communicate orally and in writing in French; functional command of English
Summary
Does this position interest you ? Please apply directly on this posting or send your C.V. to syed.hossain@randstad.ca
If you know people interested in administrative support positions, please provide them with my contact information. It will be my pleasure to help them!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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With approximately C$158.3 billion in assets under management as of September 30, 2022, our client, an independent firm, is one of Canada's leading investment managers. They offer customized multi-asset solutions across all public and private markets asset classes to institutional investors, financial intermediaries and private wealth clients in North America, Europe and key markets of Asia. We strive to be at the forefront of the science of investment management and are passionate about creating lasting wealth for our clients. Our Client is recognized for its talented employees. Their teams collaborate and seek to leverage the most innovative and diverse offerings in the global industry to build strategies that meet the needs of all of our clients, wherever they are.
Advantages
• Inclusion and diversity in the workplace
• Development opportunities
• Entrepreneurial culture, leader in its industry, with a well-defined mission
• Flexible working conditions, competitive compensation and benefits
• Collaborative approach, culture promoting innovation and integrity
• An ambitious organization that aims for excellence
Responsibilities
...
Support customers throughout the process of opening an account with the company
Collect the essential data required for the onboarding process for new customers
Prepare all documents related to the opening of accounts for signature by the client, including documents for the financial company, the Canada Revenue Agency and the custodian
Ensure that account portfolio information is set up, updated and validated in accounting and internal systems
Record and update customer contact information and other related information in the appropriate customer relationship management system
Provide business support for applications related to updating firm data
Liaise with compliance officers, operations staff and portfolio administration staff
Participate in or lead the testing and implementation of operational improvements and special projects
Qualifications
Degree in business administration, commerce or relevant experience in portfolio administration
Enrolling in the program or obtaining the IFIC designation or the CSC designation, an asset
Previous experience in the financial services industry
General knowledge of the investment industry and financial markets
Results orientation, ability to work under pressure and manage priorities
Meticulous, strong analytical skills and good work methodology
Strong interest in technology and willingness to work with multiple systems
Ability to work independently, but also to be a team player
Advanced knowledge of Microsoft Office Word Excel, PowerPoint and Outlook software
Excellent ability to communicate orally and in writing in French; functional command of English
Summary
Does this position interest you ? Please apply directly on this posting or send your C.V. to syed.hossain@randstad.ca
If you know people interested in administrative support positions, please provide them with my contact information. It will be my pleasure to help them!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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