Client Administrative Associate

Robertson & Company Ltd.; Edmonton; Presencial; CAD 65 000 - 70 000; Tempo integral

Resumo da oferta

Robertson & Company Ltd. is seeking a Client Administrative Associate in Edmonton, AB (onsite). The role involves handling client communications, investment account operations, and reporting duties within a team-focused advisory environment.

The base salary range is CAD 65,000 to 70,000 depending on experience. Qualifications include a CIRO license (or willingness to obtain within six months), 5 years of investment-industry experience with private clients, and a finance/business degree.

Qualificações

• CIRO licensed or willing to obtain within 6 months
• 5 years experience in the investment industry working with private clients
• Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP)
• Business bachelor’s degree (finance, business administration, commerce)
• Excellent listening and problem-solving skills
• Highly organized and meticulous attention to detail
• Excellent verbal and written communication skills
• Ability to respond creatively to new situations and challenges

Responsabilidades

• Communicate with clients professionally and effectively
• Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently
• Perform operations related to financial transitions (purchases and sales of securities)
• Conduct portfolio trading
• Prepare corporate tax information
• Execute Internal/external transfers and process de-registrations
• Perform RRIF conversions and RESP withdrawals
• Administer EFTs, cheques and wires
• Execute internal transfers and internal client fee audits
• Generate daily, monthly, and annual business reports
• Provide backup support to team members when required

Descrição da oferta de emprego

Job Title:

Client Administrative Associate

Location:

Edmonton, AB (Onsite)

Base Salary:

$65,000 to $70,000 CAD base (depending on experience)

The Client

The client is a top advisory group with over 25 years of success working with a very select group of ultra-high net worth and family office individuals. The group has an exceptional corporate culture that nurtures close partnership and cohesion between its team members and encourages professional development and growth while providing the highest level of commitment to excellence in client service.

What you will achieve in this role

• Communicate with clients professionally and effectively
• Complete deposit, withdrawal, transfer, and currency conversion instructions for investment accounts and follow-up diligently
• Perform operations related to financial transitions (purchases and sales of securities)
• Conduct portfolio trading
• Prepare corporate tax information
• Execute Internal/external transfers and process de-registrations
• Perform RRIF conversions and RESP withdrawals
• Administer EFTs, cheques and wires
• Execute internal transfers and internal client fee audits
• Generate daily, monthly, and annual business reports
• Provide backup support to team members when required

What you must bring to this role

• CIRO licensed, or willing to obtain within 6 months.
• 5 years experience in the investment industry working with private clients
• Strong knowledge of account types and products (RRSP, RRIF, LIF, TFSA, RESP)
• Business bachelor’s degree (finance, business administration, commerce)
• Excellent listening and problem-solving skills
• Highly organized and meticulous attention to detail
• Excellent verbal and written communication skills
• Ability to respond creatively to new situations and challenges

Only those who are qualified will be contacted.

This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.