Wealth Management Associate in Financial Services

Join a dynamic team as a Wealth Management Associate in Peterborough, Ontario, working in a hybrid model. This full-time role focuses on mutual fund administration and support tasks.

As a Wealth Management Associate, you will play a crucial role in managing mutual fund processes and ensuring compliance with policies. Your responsibilities include auditing paperwork, reconciling accounts, and providing comprehensive administrative support. You will also help build relationships with referral resources to enhance client service and manage financial planning needs.

Key Responsibilities:

• Manage and audit mutual fund administration and compliance

• Reconcile the Credential Asset Manager trust account

• Generate and prepare reports from the mutual funds system

• Build strong internal and external relationships

• Support Senior Management with compliance requirements

Requirements:

• High School Diploma or GED equivalent

• Two years of relevant job experience

• Familiarity with financial institution practices

• Excellent organizational abilities

• Attention to detail and accuracy in tasks

Enhance your skills in wealth management within an inclusive and supportive environment.
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