Kawartha Financial Services Wealth Associate

Take on the role of Wealth Management Associate at Kawartha Financial Services in Peterborough, Ontario. This permanent, full-time opportunity allows for a hybrid work schedule focused on mutual funds operations.

As a Wealth Management Associate, your role will revolve around comprehensive support for the Wealth Management team, emphasizing mutual fund processes and compliance. With two years of relevant experience, you will contribute significantly to both administrative and client-facing tasks, ensuring seamless operations.

Key Responsibilities:

• Manage mutual fund related paperwork and audits

• Provide comprehensive administrative support to the team

• Oversee and reconcile Credential Asset Manager trust account

• Produce regular reports based on mutual funds system

• Cultivate relationships with referral resources for Financial Planners

Requirements:

• High School Diploma or equivalent

• Preferred post-secondary focus on financial services

• Two years of experience in a related financial role

• In-depth knowledge of mutual fund administration

• Strong organizational and administrative skills

Excel in your career in wealth management with Kawartha Financial Services.
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