Kawartha Credit Union Limited
Kawartha Financial Services Wealth Associate
Job Description
Take on the role of Wealth Management Associate at Kawartha Financial Services in Peterborough, Ontario. This permanent, full-time opportunity allows for a hybrid work schedule focused on mutual funds operations.
As a Wealth Management Associate, your role will revolve around comprehensive support for the Wealth Management team, emphasizing mutual fund processes and compliance. With two years of relevant experience, you will contribute significantly to both administrative and client-facing tasks, ensuring seamless operations.
Key Responsibilities:
• Manage mutual fund related paperwork and audits
• Provide comprehensive administrative support to the team
• Oversee and reconcile Credential Asset Manager trust account
• Produce regular reports based on mutual funds system
• Cultivate relationships with referral resources for Financial Planners
Requirements:
• High School Diploma or equivalent
• Preferred post-secondary focus on financial services
• Two ye...
As a Wealth Management Associate, your role will revolve around comprehensive support for the Wealth Management team, emphasizing mutual fund processes and compliance. With two years of relevant experience, you will contribute significantly to both administrative and client-facing tasks, ensuring seamless operations.
Key Responsibilities:
• Manage mutual fund related paperwork and audits
• Provide comprehensive administrative support to the team
• Oversee and reconcile Credential Asset Manager trust account
• Produce regular reports based on mutual funds system
• Cultivate relationships with referral resources for Financial Planners
Requirements:
• High School Diploma or equivalent
• Preferred post-secondary focus on financial services
• Two ye...