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 ed...