Wealth Management Associate

Hunter Street Branch
Peterborough, ON K9H, CAN

Description

Wealth Management Associate (Permanent Full-time)

Location: Peterborough, Ontario (Hybrid)

Hours: 37.5 hours per week, Monday to Friday

Rate of Pay: $960.50 - $1,299.50 per week (plus pension and applicable benefits)

As a Wealth Management Associate, you will:

• Act as an expert in the area of mutual funds including administration, processes, compliance, policies, and procedures
• Audit mutual fund related transfer-out paperwork and forward for processing
• Provide administrative support to the Wealth Management team
• Monitor and reconcile Credential Asset Manager *CAM) trust account
• Assist Senior Manager, Wealth Management with supporting compliance requirements
• Generate reports...