Hybrid Wealth Management Associate Peterborough, Renfrew County and Lanark Highlands …

Elevate your career as a Wealth Management Associate in Peterborough, Ontario, with hybrid work flexibility. This permanent position offers a focus on mutual funds and administrative support.

As a Wealth Management Associate, you will manage mutual fund processes, compliance, and documentation while providing support to the Wealth Management team. With a strong emphasis on detail and organization, your role will include auditing paperwork and monitoring trust accounts. Leverage your expertise to enhance client relationships and assist in compliance requirements.

Key Responsibilities:• Act as the expert in mutual fund processes and policies • Audit and process mutual fund transfer-out paperwork • Provide crucial administrative support to the Wealth Management team • Monitor and reconcile the Credential Asset Manager trust account • Assist in compliance and generatemutual fund reports

Requirements:• High School Diploma or GED equivalent • Two years of related job experience • Knowledge of mutual fund administration and procedures • Strong organizational and time management skills • Excellent attention to detail and accuracy

Bring your expertise in mutual funds to a thriving team in Peterborough. #J-18808-Ljbffr