Investment Associate - CSC Certified

Toronto (ON) Both (on-site & remote)
Opportunity Number: 3029371
Financial Services & InsuranceProfessional
LanguageSecurity Clearance
English verbal and writtenNot required
Start PeriodDate Posted
ASAPTuesday, November 2, 2021
Job Description

Join Altis Recruitment's candidate pool as a CSC Certified Investment Associate!

Altis Recruitment Recruitment is a 100% Canadian owned and operated staffing firm that has been in operation for over 31 years. During this time, we have established ourselves as a leading staffing firm in Ontario providing Canada’s finest with top notch staffing services. We provide professional recruitment to all levels of government and we are proud to partner with leading private sector firms in a variety of industries, including government, education, healthcare, nonprofit, insurance, banking, and manufacturing, to name a few.

We are continually looking for individuals in the Investment and Banking space to fill upcoming and in-demand roles for our prestigious client base. If you would like to hear about opportunities and be part of our database, please apply to this posting.

Roles and Responsibilities

  • Providing administrative assistance to the Investment Management team
  • Preparation, administration and tracking of account opening documents, subscription agreements and transfer documents
  • Ongoing client transaction requests (cheques, tax instalments, EFTs, wires, internal transfers/contributions, RESP withdrawals) and preparation of accompanying letters of direction as needed.
  • Assistance/facilitation with downloading/distributing client tax slips to Accounting/Tax teams
  • • Ensure all calls are handled courteously, efficiently and accurately transferred

Qualifications and Experience
  • Must have CSC - Canadian Securities Course Completed
  • 1+ years of experience in an Investment/Portfolio Administration role
  • Must have excellent communication skills, both written and verbal
  • Strong organizational / analytical skills
  • Advanced computer skills: Microsoft Excel (MACROS) and MS Outlook, VBA is an asset

Share your resume with to be considered for current and future positions!

We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 3029371

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