Operations Associate, Wealth Solutions

Skyline Group of Companies; Guelph; On-site; CAD 50,000 - 70,000; Full time

Job summary

A capital management company is seeking an Operations Associate for Wealth Solutions in Guelph or Oakville. The role involves providing exceptional customer service, managing client accounts, and handling investment-related transactions. Ideal candidates are detail-oriented with a strong background in financial services and database management. This position offers competitive pay, benefits, and opportunities for growth.

Benefits

Competitive pay

Benefits

Paid volunteer day

Ongoing training

Growth potential

Qualifications

• Minimum three (3) years’ experience in financial services customer service and administrative support.
• Completion of the Exempt Market Products exam is preferred.
• Completion of IFIC or CSC would be considered an asset.

Responsibilities

• Provide client service support and accurate database management.
• Process investor account related transactions including New Purchases and Redemptions.
• Communicate with accounting on all relevant transactions.

Skills

Customer service skills

Database management

Communication expert

Attention to detail

Ability to multi-task

Education

High School Diploma or equivalent

Tools

CRMs or customer-focused software

Docu-Sign

Job description

We’re growing!! And looking for a passionate, driven and energetic candidate to join our team for the position of Operations Associate, Wealth Solutions located in Guelph, Ontario or Oakville, Ontario.

Job Description

We are searching for an organized, detail-oriented person with strong customer service skills to work closely with the entire Wealth Management team to provide client service support and accurate database management and document control for processing, recording and managing all investment-related paperwork and data requirements while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

What you will be doing:

• Set up online portal access and link client accounts while verifying information, ensuring secure access and troubleshooting any issues.
• Process investor account related transactions including New Purchase trades, Redemptions, Transfers, and Distribution Changes.
• Complete reconciliations of processed transactions to identify any discrepancies.
• Communicate with accounting on all relevant transactions (purchases/redemptions/transfers) that have been entered into the CRM and ensure amounts balance with the accounting team by providing supporting documentation, when required.
• Responsible for creating Financial Accounts, Financial Holdings in addition to the applicable transaction.
• Assist the Relationship Managers and Sales Associates in managing the ongoing workflow of investment-related paperwork, including but not limited to, gathering client files, preparing and revising any required investment-related paperwork such as subscription agreements, DRIP agreements, and FATCA forms.
• Process investor account information including addresses, name changes, and updating all relevant records.
• Manage Docu-Sign process including handling all required investor documents to ensure receipt of fully completed paperwork in a timely manner.

What we look for:

• An administrative wizard who has a good grasp of database management.
• Knowledge of exempt market investments and holistic financial planning.
• You love details and nothing falls through the cracks!
• Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
• Communication expert (emails, phone calls, etc.) with a focus on being professional and timely.
• Ability to multi-task while managing multiple projects effectively and a capacity for dealing with tight deadlines.
• Strong sense of confidentiality and integrity is a must.
• Experience with using CRMs or other customer focused software would be a plus!
• Completion of the Exempt Market Products exam.
• Fundserv and Mutual Fund or Exempt Market Investment administration experience.
• High School Diploma or equivalent required.
• Minimum three (3) years’ experience in financial services customer service and administrative support.
• Completion of Investment Funds Institute of Canada (IFIC) or Canadian Securities Course (CSC) would be considered an asset.

Why you want to work here:

• Staying organized is a skill you have always been proud of.
• You want to be a part of a great team that celebrates individuality, supports and builds people up.
• You get a thrill from providing superior customer service and from knowing that you positively impact people’s lives every day.
• Being that person who can see the problems before they happen (think the matrix) and use good judgment and innovation to solve it is your specialty.
• Working for a growing company that supports environmental stewardship and social responsibilities gives you the warm-fuzzies.
• You want to work for a company that supports work-life balance and truly cares that you are fulfilled in your life.

Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.

We offer our employees competitive pay, benefits, paid volunteer day, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities.

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