New Accounts Administrator

THE OPPORTUNITYWe have an opportunity for a New Accounts Administrator to join our award-winning firm in the Vancouver YOULL DOThis role reports to the Supervisor New Accounts and Document Management and works closely with our Investment Advisors Assistants and other departments within our Client Services operations. This role requires an on-site requirement of 5 days a week to start in will be partnered with the Team Leads and work in a collaborative environment within the New Accounts and Document Management team. You will be responsible for providing exemplary service to clients and advisory groups by ensuring new and existing account information is complete and accurate in accordance with regulatory compliance. The ideal candidate is a critical thinker with exceptional attention to detail combined with strong communication skills and solid investment industry a high volume of new and existing client account forms and update client account informationReview and reconcile client account fees in accordance with fee model and structureProcess client account documentation with accuracy and in accordance with regulatory complianceProvide customer service and administrative support to Investment Advisors and AssistantsDeliver client service excellence by responding to inquiries accurately and in a timely mannerEnsure standard operating procedures are followed and service level agreements are met in a fast-paced service-driven environmentMaintain up-to-date knowledge of fee structure modelsIdentify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processesEngage in continuous learning and development to increase knowledge as an account administration expert including but not limited to processing regulations and in cross-functional department reporting audit and review projectsCOMPETENCIESAnalysis Assess quantitative and qualitative data information or situations to understand the most important details identify patterns or meaning and translate it into useful recommendations decisions or actionsCoordination Prioritize organize and manage information people assets resources messages tasks and/or activities to achieve a goal within timelinesCustomer Service Determine needs capture relevant information apply internal policy or regulation and escalate and prioritize the requests of customers to answer inquiries fulfill transactions or resolve issuesOperational Policy and Procedures Apply knowledge of the firms procedures and processes to execute work to a high standard of consistency efficiency compliance and safetyProject Management Plan coordinate execute and oversee projects balancing time resources and scope to achieve objectives support stakeholders and meet deadlinesRegulatory Knowledge Understand and apply relevant laws regulations and standards to meet legal and ethical requirements and reduce risk for clients and the firmSystems and Application Proficiency Use maintain manage or improve specific systems or applications in our role to work effectively and efficientlyKNOWLEDGE AND EXPERIENCEMinimum of two years of investment industry experience in New Accounts Client Services Compliance or similar functionUniversity graduate with a Finance Accounting or Business degree is an assetProven experience in serving clients in a professional services environmentExceptional attention to detail and skilled at working efficiently and accuratelyStrong organizational skills with ability to prioritize important and time-sensitive tasksSelf-starter with solid work ethic; eager to learn and take on new tasks and responsibilitiesStrong interpersonal and relationship-building skills with ability to work independently and within a teamExcellent verbal and written communication skillsExperience with Broadridges Dataphile PureFees platform or similar bookkeeping system is an assetIntermediate proficiency in Microsoft 365 (Word Excel and Outlook)WHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and encourage and appreciate each others contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected salary of $48000 - $55000/year plus the potential for team is growing and weve got room for one more if youre interested. If this sounds like the environment youd like to work in and you have the credentials and experience for this role we invite you to submit a cover letter and resume by March 4 must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of are committed to creating an inclusive accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match whats needed to be successful in this role.