Full-Time Wealth Management Associate Role, Renfrew County and Lanark Highlands Township …

Join Kawartha Financial Services as a full-time Wealth Management Associate in Peterborough, Ontario. This hybrid position emphasizes mutual fund management and administrative excellence.

In this role, you will act as a mutual funds expert while providing vital administrative support to the Wealth Management team. Your expertise will enhance compliance and operational efficiency, directly impacting client relationships. A strong background in financial services is preferred, ensuring you deliver the highest standards in administration.

Key Responsibilities:• Ensure compliance of mutual fund paperwork and processing • Support the Wealth Management team through administrative duties • Reconcile and monitor trust account for accuracy • Create reports utilizing mutual fund systems • Foster relationships with both internal and external partners

Requirements:• High School Diploma or equivalent education • Relevant post-secondary education preferred • Minimum two years of experience in a financial environment • Expertise in mutual fund policies and risk management • Excellent attention to detail and organizational skills

Advance your career with Kawartha Financial Services by applying now. #J-18808-Ljbffr