Kawartha Credit Union
Wealth Management Associate
Job Description
Wealth Management Associate (Permanent Full-time)
Location: Peterborough, Ontario
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 from the mutual funds system
- Assist in building relations with internal and external referral resources to the Financial Planners
- Perform other duties within the department as a...