Associate, Investment Counsel

Full-time Other-General

Responsibilities

• Manage end-to-end client onboarding, documentation, and account setup.
• Support Investment Counsellors in preparing for meetings, proposals, and reviews.
• Attend client meetings as required and maintain detailed records and meeting notes.
• Address client inquiries with urgency and professionalism.
• Produce recurring and ad-hoc client reports.
• Contribute ideas to improve the overall client experience and drive service excellence.
• Reconcile daily prices, positions, and transactions across trading and custodial platforms.
• Support account activity including openings, deposits, withdrawals, and asset transfers.
• Assist with monitoring and rebalancing client portfolios; ensure timely and accurate trade execution.
• Maintain security master data and review corporate actions.
• Collaborate with internal and external partners to resolve issues efficiently.
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