Back Office- New Accounts and Transfers

Leede Jones Gable is one of Canada’s leading full-service investment dealers and provides a full range of investment products and services to clients all across Canada. Our diverse group of experienced and knowledgeable investment advisors and portfolio managers help clients achieve their long-term financial goals by offering independent, timely, and objective financial advice.
• *Job Duties**
- Administrative support to New Accounts and Compliance Departments
- Process incoming documents, which entails reviewing account opening packages to ensure that proper documents are used and completed correctly
- Management of pending and on-going account documentation requirements
- System input of account information
- Prepare document packages for the scanning process
- Assist internal and external department staff with account-related statistics and reports.
- Initiate accounts Transfers (Aton in and out: Non
- Aton in and out
- Post journal entries
- Set up Transfers on CDS/DTC
- Deposit Cheques
- Provide assistance and/or back up coverage support to other Team members and
- Perform additional responsibilities and project-related tasks as required.
• *Skills**
- Able to work well in a team environment and communicate effectively with others at all levels in the organization
- Flexible and enjoys an environment where responsibilities include a variety of tasks which may vary depending on company needs
- Strong organization skills and the ability to meet challenging deadlines
- Excellent communication skills, both written and verbal
- Excellent problem-solving skills
- Ability to work independently
- Experience with Dataphile preferable and
- Minimum of one year experience in an investment industry back office.
• *Compensation**
• *Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Profit sharing
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: One location