Elevate your career as a Senior Account Associate with Guardian Capital Group Limited, focusing on ultra-high-net-worth families in a team-based environment.
In this pivotal role, you will manage high-touch client service while leading a team within the Outsourced CIO Family Office platform. Your expertise in client administration, onboarding, and portfolio operations will be crucial, especially your knowledge of Canadian regulations like NI 31-103. This job is perfect for someone ready to contribute to our clients' wealth goals with personalized service.
Key Responsibilities:
• Provide senior-level support to Investment Counsellors
• Oversee onboarding lifecycle in compliance with regulations
• Prepare and review trade tickets as per policies
• Coordinate cash flows for capital calls and distributions
• Manage team workflow and act as escalation point
Requirements:
• University degree, preferred in business
• 5–8+ years of relevant experience
• Knowled...