Facilitate the onboarding process for new clients and the maintenance of existing client accounts and records.
Support Investment Counsellors with all on-going sales, service and communication with clients and prospects while ensuring that all reports and documents presented reflect information that is both complete and of the highest quality and are produced within the required timelines.
Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)
Portfolio Management Support
Execute transactions requested by Investment Counsellor
Support Investment Counsellor with the preparation of Investment Policy Statement for clients
Review client statement packages for each reporting cycle
Coordinate and send compliance documents and disclosures
Administration
Record and update client contacts and other related information in the CRM system
Coordinate various administrative tasks and ensure appropriate follow up
Provide general administrative support for the Investment Counsellors
Must have requirements to be successful in this role:
Bachelor's degree in Business Administration, Commerce or related field
Enrollment or completion of IFIC/ CSC is an asset
One (1) to five (5) years of relevant experience in a client service or portfolio administration support function
Previous experience within the financial services industry
General knowledge of the investment industry and financial markets
Exceptional interpersonal skills and customer service
Results-oriented, ability to work under pressure and manage priorities
Strong analytical skills and attention to detail
Ability to work independently but also willing to collaborate as a team
Advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Proficiency with Salesforce would be considered an asset
Excellent verbal and written communication in English.
Additional Information:
Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
#LI-Hybrid
For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.
Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.
Benefits
Health insuranceVision insuranceEquity / stock options
Additional Information
At Fiera Capital
We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:
Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
Your Rewards & Recognition: We deeply value our people and their contributions and that's reflected in our competitive compensation and benefits packages and our collaborative culture.
Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.
Fieracapital · Montreal, Canada