Job Description
Job Summary
As an Account Administration Officer, you will be responsible for providing administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.
Responsibilities
- Be responsible for the administration of client accounts including account openings, account maintenance and account funding.
- Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers.
Qualifications
- University degree or College diploma, preferably with a financial background.
- 2 years’ experience in an administrative or clerical position, preferably within the financial services industry.
- Working knowledge of CRM2.
- Completion of the Canadian Securities Course is an asset.
- Bilingual - fluent in French/English is an asset.
- A dedication to client service.
- Strong organizational skills.
- Strong attention...