Investment Documentation Administrator

Quadrant Private Wealth - Winnipeg, MB (30+ days ago)

Apply Now

Who is Quadrant Private Wealth

As a registered portfolio manager, Quadrant Private Wealth provides comprehensive and creative wealth management solutions to families and institutions relevant to their financial needs, position and goals.

At Quadrant Private Wealth we are a team of passionate, knowledgeable and dedicated professionals delivering exceptional service to our valued customers. We genuinely care about our clients and one another and recognize the potential for success in everyone.

Quadrant Private Wealth provides a respectful work environment, challenging and interesting work, and opportunities to engage with a wide range of clients. We offer a competitive total compensation program. We are committed to providing a dynamic team environment where everyone’s unique knowledge, skills and contributions are valued. We support career growth and development through a culture of coaching, learning and encouragement.

What You will be doing

Working in a team environment the Service Team Administrator has a significant impact on the client experience and is responsible for a variety of duties which include client documentation preparation, transaction processing, providing office support and working closely with Service Team Associates and Team Leader.

How you will Succeed

You will contribute in an ethical manner to Quadrant Private Wealth’s vision and mission with the highest degree of teamwork and integrity. You will perform to the best of your abilities, share our values, and be actively engaged in the success and growth of our company. We have a high-performance culture and look to each employee to be accountable, demonstrate initiative and integrity, deliver exceptional customer experiences, and participate in building long-term customer relationships.

Essential Duties and Responsibilities:

  • Support Private Wealth Managers and Associates in onboarding of new clients
  • Preparing and tracking all account documentation and transfers
  • Responsible for client account maintenance and data integrity
  • Act as liaison with Custodian(s)
  • Provide timely and accurate processing of account opening and transfer documentation
  • Assist in preparing client communication and meeting packages

Qualifications:

  • 2 years experience as a Financial Administrator or equivalent role responsibilities within the financial industry
  • Knowledge of investment account documentation and compliance
  • A solid understanding of investment offerings (taxable, corporate, registered)
  • Ability to work collaboratively with people while exercising judgement, a high level of professionalism, and discretion with confidential information
  • Well organized, detailed and results-oriented with the ability to manage multiple priorities in a dynamic environment
  • Proficiency with Microsoft Office, Adobe along with exposure to client relationship software
  • Strong communication skills both verbal and written

Include a cover letter (including salary expectations). Only those selected for an interview will be contacted.

Job Type: Full-time

Experience:

  • Investment Industry: 2 years (Required)