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Bilingual Private Client and Institutional Operations Specialist

Dean Group - Toronto Toronto, ON
  • Posted: 17 days ago
  • Other

Bilingual Private Client and Institutional Operations Specialist

1 Year Contract

Our client, a highly desirable employer in the investment industry is looking for a Bilingual ( French/English) Operations Specialist with 2 to 3 years’ back office/operations experience and excellent client service skills. You will be responsible for supporting high net-worth programs, institutional investments, and our client’ s employee plan. You will respond to calls and emails from dealer back offices, investment advisors, clients and internal sales in a timely manner with a high degree of accuracy and detail, as well as being responsible for such tasks as administering all account registration types, executing transaction requests for high net-worth clients, defined contribution investments and corporate accounts. You will resolve any issues on client accounts from start to finish, handling Not in Good Order requests, as the main point of contact by providing top notch customer service and adding value whenever possible. You will also be responsible for monitoring and reporting specific product activity and regulatory compliance. This role requires completion of a college program, and completion of the Canadian Investment Funds Course, Canadian Securities Course (CSC), or Investment Funds in Canada Course is encouraged and considered a great asset.

Hourly Rate $23 – $27

Please forward resumes to: Shelley Hogan at: shogan@deangroup.ca



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Dean Group - Toronto

Address

Toronto, ON
CAN

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