Account Management Associate (Bilingual – Mandarin & English)

Gentai Capital Corp.; Richmond; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a fast-growing firm as a Senior Account Management Associate, where you will play a crucial role in client service and support investment sales. This position offers the chance to thrive in a dynamic environment, ensuring accurate documentation and compliance while enhancing client relationships. With a commitment to honesty and trust, this innovative company provides a platform for professional growth and development. If you're a motivated self-starter with a passion for finance, this is the perfect opportunity to advance your career and make a meaningful impact in the financial market.

Benefits

Competitive Annual Salary

Annual bonus program

Extended Health Benefits

RRSP matching

Paid Vacation

Sick Leave

Personal Floating Days

Qualifications

• Minimum 1 year of experience in finance, accounting, or similar industries.
• Bilingual in English and Mandarin is required.

Responsibilities

• Provide administrative support for Dealing Representatives.
• Prepare and process client documentation and ensure compliance.

Skills

Bilingual (English and Mandarin)

Organizational skills

Communication skills

Attention to detail

Customer service

Ability to work under pressure

Education

Post-secondary education in finance or accounting

Tools

Microsoft Office

Job description

Introduction to Gentai

Gentai is one of Canada’s fastest-growing companies with a 12-year track record of earning investors a consistent absolute above-average return, specializing in both residential and commercial mortgage nationwide. We have established ourselves as a strong and conservative alternative investment firm.

We are well-positioned to grow into new markets and expand our offer of great alternative investments to investors as an asset manager and provide mortgage solutions to homeowners, developers, and real estate investors as a leading non-bank mortgage lender. We relentlessly pursue the principles of honesty and trust, valuing our shareholders, borrowers, and our dedicated professional employees.

We work in a fluid and fast-paced environment that is in complete growth mode – we are looking for highly motivated, self-starters who have a passion to contribute to establishing the Gentai brand in Canada’s Financial Market. Here is an amazing opportunity to build your career journey with us!

Gentai Asset Management Corp. is an exempt market dealer (“EMD”) registered with the Alberta Securities Commission, the British Columbia Securities Commission, and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors.

This position is for hire under Gentai Asset Management Corp.

The Position

We are seeking a Senior Account Management Associate to join Gentai Asset Management Corp. Your role is to prepare client account documentation and process transactional activities and support the sale of investments. You employ processes and workflows that deliver consistent and accurate results. You will play an integral role in providing exceptional client service through effective communication, accountability, and teamwork.

Key Responsibilities

• Administrative and clerical support for the Dealing Representatives.
• Handle in a timely manner the administration, preparation, and follow-up of requirements of client accounts under the direction of the Dealing Representatives.
• Prepare and process client documentation including account applications, asset transfers, registered plan transactions, banking, and client reporting.
• Record purchases and sales.
• Ensure all trades and documents meet compliance standards.
• Handle all types of client accounts including Registered & Non-Registered accounts.
• Prepare Private Placements for all subscribers and meet deadlines in a timely manner.
• Customer service duties for multiple relationship managers and their clients.
• Process administrative requests including handling correspondence.
• Enter data, update, and maintain records in the company client system accordingly.
• Assist with set up and preparing marketing materials for off-site marketing events when required.
• Provide reception coverage on an as-needed basis.
• Other assigned duties.

Qualifications

• Minimum 1 year of financial, accounting, or similar industry experience.
• 2 years of administrative professional experience.
• Bilingual, fluent in both English and Mandarin is required.
• Post-secondary education in a related field of finance or accounting background is preferred.
• Administration experience supporting multiple team members.
• Demonstrated ability to work quickly, accurately, and with high attention to detail to meet tight timelines.
• Excellent organizational skills with proven ability to prioritize, balance multiple tasks, and handle a high-volume workload in a fast-paced environment.
• Strong verbal and written communication skills.
• Excellent interpersonal skills, with the ability to work independently and collaboratively in a team environment.
• Sense of urgency and results-driven approach to all responsibilities with strong follow-through and flexibility to meet timelines.
• Proficiency with Microsoft Office.
• Strong work ethic, accountability, and professionalism.
• Demonstrated ability to exercise tact and discretion in dealing with sensitive and confidential information.
• CSC/EMP will be required for this role, to be attained within 3 months of employment.
• Marketing experience is an asset.

Compensation and Benefits

• Full-Time, Permanent Position.
• Competitive Annual Salary and annual bonus program.
• Office-based position out of our Richmond location.
• Extended Health Benefits 100% paid by the company.
• RRSP matching.
• Paid Vacation, Sick Leave, and Personal Floating Days.

Grow your career with Gentai! Please send your cover letter and resume to [e-mail]. Thank you for taking the time to apply; should you be selected as a qualified candidate, we will contact you soon.