Associate Relationship Manager

Jobtailor; Calgary; On-site; CAD 40,000 - 65,000; Full time

Job summary

Jobtailor in Calgary, Canada is seeking an experienced administrative professional to support Relationship Managers and serve corporate clients and counsel on shareholder mailings, meetings, and reporting.

You will handle day-to-day admin, coordinate proxy activities, review compliance documents, and maintain client accounts, ensuring accuracy and timely delivery. A post-secondary diploma or degree is preferred, with strong MS Office skills and attention to detail.

Qualifications

• 2 years administrative experience; Legal, Financial or Securities industry preferred.
• Client-facing experience with businesses, executives and/or legal counsel
• Post-secondary diploma or degree

Responsibilities

• Provide day-to-day administrative support to Relationship Managers by assisting with client requests
• Communicate with corporate clients and counsel regarding shareholder activities and reporting
• Work independently with the Relationship Manager to deliver accurate client services related to shareholder meetings, share issuances, reporting and shareholders
• Resolve escalated items with clients and internal resources to ensure prompt resolution
• Support shareholder meetings, including proxy activities, ordering lists and attending meetings as scrutineer
• Review documents for compliance and completeness
• Assist issuers with special projects and servicing shareholder accounts
• Manage client accounts, including paperwork for reinvestments, withdrawals, transfers, sales and estates
• Maintain relationships with key client personnel to ensure satisfaction and retention
• Create and reconcile regular and ad-hoc reports
• Provide support within Client Services as needed

Skills

Client-facing

Administrative Support

MS Office

Attention to detail

Organizational Skills

Multitasking

Prioritization

Communication Skills

Problem Solving

Report Creation

Compliance Review

Team Collaboration

Client Services

Education

Post-Secondary Diploma or Degree

Tools

MS Office

Job description

• Provide day-to-day administrative support to Relationship Managers by assisting with client requests
• Communicate with corporate clients and their counsel regarding shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting
• Work independently and with the Relationship Manager to deliver accurate and responsive client services related to shareholder meetings, share issuances, reporting and shareholders
• Work with clients and internal resources on intervention and escalated items to ensure prompt resolution
• Support shareholder meetings, including coordinating proxy activities, ordering lists, labels and journals, and attending meetings as scrutineer/co-scrutineer
• Review shareholder, participant and Financial Institution documents for compliance and completeness
• Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing shareholder accounts
• Manage and maintain client accounts, including paperwork for reinvestments, withdrawals, transfers, sales and estates
• Maintain relationships with key client personnel to ensure satisfaction and retention
• Create and reconcile regular and ad-hoc reports
• Provide support within the Client Services team as needed

Requirements

• 2 years administrative experience; Legal, Financial or Securities industry preferred
• Client-facing experience with businesses, executives and/or legal counsel
• Post-secondary diploma or degree
• Intermediate working knowledge of MS Office suite
• Ability to multitask and complete tasks within deadlines
• Ability to prioritize conflicting duties
• Accuracy and attention to detail
• Strong mathematical and organizational skills
• Excellent written and verbal English skills

Core Competencies

Demonstrates strong administrative support capabilities with a focus on client service, compliance, and accurate reporting in the Financial or Securities industry. Proficient in managing client accounts and maintaining relationships while ensuring attention to detail and effective communication.

Highest-signal resume keywords

• Client-Facing Experience
• Administrative Support
• MS Office Suite
• Attention to Detail
• Organizational Skills

ATS Optimization Keywords

Hard Skills

• Administrative Experience
• Mathematical Skills
• Report Creation
• Compliance Review
• Problem Solving

Soft Skills

• Communication Skills
• Multitasking Ability
• Prioritization Skills

Certifications & Qualifications

• Post-Secondary Diploma or Degree

Industry Keywords

• Financial Industry
• Securities Industry
• Client Services
• Shareholder Meetings
• Legal Counsel