Wealth Management Associate

Wealth Management Associate (Permanent Full-time)

Two Positions Available

Location: Peterborough, ON

Hours: 40 hours per week, Monday to Friday

Rate of Pay: Based on experience

Position Description

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 Wealth Management team.
• Monitor and reconcile Credential Asset Management (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 assigned.
  
  

Qualifications

• High School Diploma or GED Equivalent
• Post-secondary education with emphasis in financial services or investment management would be an asset
• Two years of experience working in a related job
• Prior experience working in a financial institution would be an asset
• Expert knowledge on mutual fund product offerings, administration and risk management policies and procedures
• Excellent organization and time management skills
• Excellent administrative skills with strong attention to detail and accuracy
  
  

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.