Associate, Private Wealth

Mawer Investment Management•Calgary, AB

4d•Hybrid

About The Position

Mawer Investment Management is looking for an Associate, Private Wealth to join our team and provide critical support to Investment Counsellors and accurate, timely reporting. The successful candidate is expected to be a team player with excellent attention to detail and dedicated to delivering exceptional client service.

Requirements

3+ years’ related experience in an administrative or financial services role
University business degree or relevant post-secondary diploma
Strong working knowledge of Microsoft Office 365
Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required
Risk management mindset, with a good understanding of internal controls and the Compliance environment
Demonstrated exceptional client service skills
Solid knowledge of investment management business and terminology
Hands-on, self-starter with strong interpersonal and team skills
Attention to detail is a must
Strong communication, analytical, organizational, and troubleshooting skills
Ability to prioritize and remain composed in a fast-paced environment
All candidates must be eligible to work in Canada.

Nice To Haves

Successful completion of the Canadian Securities Course (preferred)
Experience using Client Relationship Management (e.g. Salesforce) and Trade Order Management (e.g. SimCorp Dimension) software is an asset

Responsibilities

Work closely with one or more Investment Counsellors to provide administrative support and build and maintain excellent client relationships
Manage administrative account activities, such as account onboarding, trade preparation, verification, cash management, account reconciliation, document management, and reporting
Investigate and resolve issues, complaints, and requests from clients, custodians, and/or advisors
Prepare and verify accuracy of mutual fund trade orders
Prepare, review, and distribute monthly and quarterly reporting to clients
Troubleshoot and resolve complex internal and external queries; anticipate and avoid potential issues
Help improve and streamline the client service model and operational procedures
Provide team back-up responsibilities as assigned and as required, including workflow support and colleague coverage