Associate, Investment Services

Letko, Brosseau & Associates Inc; Calgary; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Medical, dental and life insurance

Disability insurance

DPSP employer contribution

Job summary

Letko, Brosseau & Associates is seeking a highly professional Associate to assist Investment Counsellors in maintaining and growing client relationships and supporting business development efforts. You will be the primary contact for administrative matters related to client accounts, coordinating meetings, onboarding, and ongoing documentation.

As part of the Investment Services team, you will collaborate with custody, accounting and compliance, participate in marketing and events, and help

Qualifications

• Bachelor’s degree in business administration or related field.
• 2–5 years of experience in financial services.
• Interest in CFA or CIM designation preferred.
• Proficiency with Microsoft Office and ability to learn IT tools such as portfolio management systems and CRM databases.
• Strong focus on customer service excellence and communication.
• Excellent organization, multitasking and priority management skills.
• Resourceful, problem-solving and autonomous work style.
• High attention to detail.
• Team spirit and collaboration in a fast-paced environment.

Responsibilities

• Coordinate Investment Counsellors’ meetings with clients and prepare presentation material.
• Respond to client and prospective client inquiries via email and phone.
• Manage account opening documentation and onboarding process.
• Maintain up-to-date client files per regulatory and compliance requirements.
• Liaise with custody, accounting, trading and compliance teams on client matters.
• Support business development, marketing efforts, analytics tracking and client events.
• Perform day-to-day administrative tasks and office management.
• Foster collaboration and share useful information with peers.
• Learn Letko Brosseau’s investment approach and stay aligned with firm strategy.

Skills

Customer service

Communication

Interpersonal skills

Organization

Multitasking

Team collaboration

Priority management

Education

Bachelor's degree in business administration

Tools

Portfolio management systems

CRM databases

Microsoft Office

Job description

Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers. Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base. We believe our business-minded, fundamental research approach, strong ethical culture and client-first fiduciary commitment has been the key to our long-term growth and success. Through ongoing, active engagement with the companies we invest in, we seek to contribute to positive change, while earning superior returns for our clients.

Our Investment Services team is responsible for all aspects of the firm’s interaction with clients. This includes communicating the firm’s investment views, ensuring the efficient execution of any instructions and providing any reporting or other information that the client requires. The team is also responsible for developing relationships with prospective clients. Our mission is to provide a supportive and inclusive environment where all individuals can maximize their full potential.

The Opportunity:

We are seeking a highly professional individual to assist our Investment Counsellors in maintaining and growing existing client relationships, and to support the team’s business development efforts. Serving a group of private and institutional customers, the Associate will be their primary point of contact for all administrative matters pertaining to their accounts.

As an integral member of the team, the Associate will also actively participate in various initiatives aimed at continuously improving customer satisfaction and engagement.

Main responsibilities:

• Coordinate the Investment Counsellors’ meetings with existing or prospective clients and prepare all required presentation material in a timely manner.
• Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:
• Instructions for contributions, withdrawals, or transfers
• Requests for statements or portfolio reports
• Tax-related questions
• Requests for new account openings
• General questions about the firm and our services
• Complete account opening documentation and efficiently manage the client onboarding process.
• Obtain ongoing account documentation from clients and maintain up-to-date client files, as per regulatory and compliance requirements.
• Regularly liaise with custody companies and with other departments of the firm such as accounting, trading or compliance with regards to various client matters.
• Assist with various business development and marketing efforts, such as proactive prospect outreach support, database management, analytics tracking and client events.
• Perform various day-to-day administrative and office management tasks (e.g. greet clients and other visitors, order office and stationary supplies, manage incoming and outgoing mail, interact with our IT department to troubleshoot issues, make catering arrangements when required, etc.)
• Establish a strong collaborative relationship with peers by proactively seeking and sharing useful information.
• Familiarize yourself with Letko Brosseau’s investment approach and stay abreast of the firm’s strategy.

Candidate Requirements:

• Bachelor’s degree, ideally in business administration or a related field
• Two to five years of experience working in the financial services industry
• An interest in pursuing the CFA or CIM designation is preferred.
• Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases
• Strong focus on customer service excellence
• Good communication and interpersonal skills
• Excellent organization, multitasking and priority management skills
• Resourcefulness, problem-solving skills and ability to work autonomously
• High attention to detail
• Team spirit and ability to thrive in a collaborative work environment

Salary and benefits:

• Attractive and competitive base salary, plus annual bonus;
• Hybrid work model (office and home);
• Access to medical, dental, and life insurance coverage, as well as short- and long-term disability insurance, from day one;
• Employer contribution to a deferred profit-sharing plan (DPSP)

We thank all candidates for applying, however only those selected for an interview will be contacted.