Manager

Description:

Duties

· Working closely with end users and management, assess the firm’s software, platform, and process requirements and manage the implementation process from A-Z, including needs assessment, RFP, interviews and decision. The firm’s systems include: CRM, portfolio management, client reporting, client onboarding, etc.

· Maintain systems, update and fix as needed.

· On an ongoing basis, assess pain points within the firm and proactively recommend and implement solutions.

· Support the reconciliation and accounting functions as required.

· Support the trading function as required.

· Communicate diligently and clearly with colleagues and external parties.

· Contribute to compliance process as required.

· Document processes.

· Complete projects and tasks as instructed by senior staff.

Knowledge, Experience and Expectations

· 3 years in a similar role with a firm that is registered to deal with securities, i.e. portfolio manager, investment advisor, financial planner, etc.

· Advanced Excel skills

· Programming experience

· Experience with a CRM system

· General familiarity with compliance, including KYC requirements and the importance of documenting interactions with clients

· Ability to work under pressure, maintaining professional demeanour during such times

· Ability to communicate effectively both verbally and in writing

· A degree, diploma and/or completion of industry courses such as the Canadian Securities Course is considered an asset.