Wealth Management Associate

Position: Full-Time Wealth Management Associate Role
Join as a Wealth Management Associate in Peterborough, Ontario, where your expertise in mutual funds and compliance will play a pivotal role. This permanent, full-time opportunity emphasizes administrative support within the Wealth Management team.

This position requires you to excel in mutual fund administration, ensuring compliance while providing vital support to the team. You will audit transfer paperwork, manage the CAM trust account, and generate insightful reports. Strong organizational skills are essential for building effective relationships with resources and assisting management.

Key Responsibilities:

• Audit mutual fund paperwork and ensure compliance

• Generate accurate reports from mutual fund systems

• Monitor and reconcile CAM trust accounts

• Provide crucial administrative support for the Wealth Management team

• Assist with compliance requirements and build relations

Requirements:

• High School Diploma or GED necessary

• Post-secondary education in financial services is an asset

• At least two years of experience in a related role

• Expert knowledge of mutual fund products

• Strong attention to detail and organizational skills

Enhance your career by applying your knowledge and skills in this impactful Wealth Management Associate role.
#J-18808-Ljbffr