Picton Mahoney
Dealer and Investor Services Specialist
Job Description
Shape the future of investment at PICTON Investments as a Dealer and Investor Services Specialist. This bilingual role emphasizes client support, compliance collaboration, and operational efficiency in both English and French.
In this position, you will collaborate with Compliance and Sales teams, ensuring smooth operations and exceptional service. Your experience in mutual fund operations and familiarity with compliance regulations will be crucial as you tackle investor inquiries and support product management workflows.
Key Responsibilities:
• Assist advisors in English and French communications
• Develop partnerships with service providers
• Update investment products and manage workflows
• Address and resolve investor inquiries promptly
• Ensure accuracy in regulatory filings
Requirements:
• Undergraduate degree in business or similar
• Canadian Securities Course completion
• 1+ years of experience in trade support
• Bilingual in French and Engli...
In this position, you will collaborate with Compliance and Sales teams, ensuring smooth operations and exceptional service. Your experience in mutual fund operations and familiarity with compliance regulations will be crucial as you tackle investor inquiries and support product management workflows.
Key Responsibilities:
• Assist advisors in English and French communications
• Develop partnerships with service providers
• Update investment products and manage workflows
• Address and resolve investor inquiries promptly
• Ensure accuracy in regulatory filings
Requirements:
• Undergraduate degree in business or similar
• Canadian Securities Course completion
• 1+ years of experience in trade support
• Bilingual in French and Engli...