David Aplin Group, one of Canada's Best Managed Companies, has partnered with our highly-respected client to recruit a Client Services Administrator based in Winnipeg, MB. As part of a growing back office team, this is an ideal opportunity for a customer-service focused individual who is passionate about the industry.
Preparation and follow up on new client account documentation
Corresponding with clients
Processing of deposits, withdrawals, and asset transfers
Acting as a liaison with the Custodian
Account reconciliations and trouble-shooting
Maintenance of client databases and spreadsheets
Additional administrative tasks as required
The Ideal Candidate:
2+ years related work experience in client administration/processing role with an investment counsel firm/broker, portfolio manager or financial planning organization
Strong understanding of investment operations, account types, and transaction processing
Completion of the CSC or IFIC would be an asset
Proficiency with technology, particularly Microsoft Excel
Excellent verbal and written communication skills
Ability to analyze, investigate, and problem solve as needed
Ability to meet deadlines without compromising accuracy and attention to detail
Our client offers a competitive salary and benefits package, bonuses, education support, and free parking. Apply today!
If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Stacey Danley, Partner, Office Professionals. Visit our website at www.aplin.com to view our job opportunities, career tips and tools. We thank all applicants; however, only those selected for an interview will be contacted.
WE APPRECIATE YOUR INTEREST IN DAVID APLIN GROUP.
If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly four decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!
Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at www.aplin.com.