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Senior Operations Associate, Wealth Management
Location:
Guelph
Description:
We’re growing! And looking for a passionate, driven and energetic candidate to join our team for the position of Senior Operations Associate, Wealth Solutions located in Guelph, 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: Ensuring all trade details are accounted for and correct before entering the purchase into the system. Communicating with accounting on all relevant transactions. Managing and updating account changes in a timely manner. Coordinating all purchase cancellations including redemptions by preparing the purchase cancellation paperwork. Act as a primary point of contact for all potential SWMI investors by answering telephone/email in a timely fashion. Deliver outstanding customer service by responding to investors or potential investors efficiently and effectively. What we look for: An administrative wizard who has a good grasp of database management. You love details and nothing falls through the cracks! A customer focused mindset, you're always looking to help! Someone who enjoys reading and accurately interpreting financial (or legal) documents. The ability to write routine reports and correspondence (some find it boring, but you find it exciting! ). 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. Visit ListedBuy for more information.
Company:
The Skyline Group Of Companies
Posted:
January 6 on ListedBuy
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More About this Listing: Senior Operations Associate, Wealth Management
Senior Operations Associate, Wealth Management is a Other Art & Media Jobs Operations Coordinator Job at The Skyline Group of Companies located in United States. Find other listings like Senior Operations Associate, Wealth Management by searching Oodle for Other Art & Media Jobs Operations Coordinator Jobs.
Senior Operations Associate, Wealth Management is a Other Art & Media Jobs Operations Coordinator Job at The Skyline Group of Companies located in United States. Find other listings like Senior Operations Associate, Wealth Management by searching Oodle for Other Art & Media Jobs Operations Coordinator Jobs.