About the role
Position: Private Client Associate Duration: 4 Months + Possibility of Extension Location: Toronto ON Work Model: Hybrid Pay Rate: CAD 23/hr T4 - 25/hr T4
Private Client Associate
As a member of the Private Wealth Middle Office team, you will provide specialized administrative support for accounts managed on behalf of high-net-worth clients of the trust company. You will assist with maintaining client databases and documentation.
What are the ongoing responsibilities of a Portfolio Administrator? • Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects. • Automate client accounts and data feeds and provide revisions of client decks. • Support Private Client Service Associates and Portfolio Managers on client requests. • Maintain client document archives. • Perform ad hoc duties as assigned.
What ideal qualifications, skills & experience would help someone to be successful? We’re looking for an individual with the right skill set, work ethic, and personality to fit in with our team. Prior experience in account administration and compliance is an asset. • Post-secondary degree or an acceptable combination of education, training and/or related work experience. • Good knowledge of Canadian finance industry regulations. • Proficient in MS Office (medium/expert user of Excel, familiar with DocuSign) • Strong analytical and problem-solving skills • Strong attention to detail • Ability to organize and prioritize work effectively • Excellent written and verbal communication skills • Ability to learn new systems quickly & adapt to evolving processes • Detail-oriented and process-driven approach to work • Strong work ethic, maturity, and commitment to client service • Committed to ethical and professional standards regarding confidentiality of client information • An enthusiastic team player who can work effectively with others both internally and externally
How to Apply: • Interested candidates are encouraged to submit their resumes in confidence to Amarjeet.Kumar@akkodisgroup.com or via the Akkodis Canada website.
Akkodis Canada will never share your resume or any personal details without your explicit consent. We thank all applicants for their interest in this opportunity. Only candidates meeting the above qualifications will be contacted for further discussions
Our Commitment: At Akkodis, part of The Adecco Group, we’re committed to making the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.
About Akkodis
Akkodis is a global digital engineering company and Smart Industry leader. We enable clients to advance in their digital transformation with Talent, Academy, Consulting, and Solutions services. Our 50,000 experts combine best-in-class technologies, R&D, and deep sector know-how for purposeful innovation. We are passionate about Engineering a Smarter Future Together.
With a shared passion for technology and talent, 50,000 engineers and digital experts deliver deep cross-sector expertise in 30 countries across North America, EMEA and APAC. Akkodis offers broad industry experience, and strong know-how in key technology sectors such as mobility, software & technology services, robotics, testing, simulations, data security, AI & data analytics. The combined IT and engineering expertise brings a unique end-to-end solution offering, with four service lines – Consulting, Solutions, Talents and Academy – to support clients in rethinking their product development and business processes, improve productivity, minimize time to market and shape a smarter and more sustainable tomorrow.
Akkodis is part of the Adecco Group. The Adecco Group is a leader in delivering expertise in talent and technology, enabling organizations to succeed and people to thrive.
www.akkodis.com
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About the role
Position: Private Client Associate Duration: 4 Months + Possibility of Extension Location: Toronto ON Work Model: Hybrid Pay Rate: CAD 23/hr T4 - 25/hr T4
Private Client Associate
As a member of the Private Wealth Middle Office team, you will provide specialized administrative support for accounts managed on behalf of high-net-worth clients of the trust company. You will assist with maintaining client databases and documentation.
What are the ongoing responsibilities of a Portfolio Administrator? • Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects. • Automate client accounts and data feeds and provide revisions of client decks. • Support Private Client Service Associates and Portfolio Managers on client requests. • Maintain client document archives. • Perform ad hoc duties as assigned.
What ideal qualifications, skills & experience would help someone to be successful? We’re looking for an individual with the right skill set, work ethic, and personality to fit in with our team. Prior experience in account administration and compliance is an asset. • Post-secondary degree or an acceptable combination of education, training and/or related work experience. • Good knowledge of Canadian finance industry regulations. • Proficient in MS Office (medium/expert user of Excel, familiar with DocuSign) • Strong analytical and problem-solving skills • Strong attention to detail • Ability to organize and prioritize work effectively • Excellent written and verbal communication skills • Ability to learn new systems quickly & adapt to evolving processes • Detail-oriented and process-driven approach to work • Strong work ethic, maturity, and commitment to client service • Committed to ethical and professional standards regarding confidentiality of client information • An enthusiastic team player who can work effectively with others both internally and externally
How to Apply: • Interested candidates are encouraged to submit their resumes in confidence to Amarjeet.Kumar@akkodisgroup.com or via the Akkodis Canada website.
Akkodis Canada will never share your resume or any personal details without your explicit consent. We thank all applicants for their interest in this opportunity. Only candidates meeting the above qualifications will be contacted for further discussions
Our Commitment: At Akkodis, part of The Adecco Group, we’re committed to making the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.
About Akkodis
Akkodis is a global digital engineering company and Smart Industry leader. We enable clients to advance in their digital transformation with Talent, Academy, Consulting, and Solutions services. Our 50,000 experts combine best-in-class technologies, R&D, and deep sector know-how for purposeful innovation. We are passionate about Engineering a Smarter Future Together.
With a shared passion for technology and talent, 50,000 engineers and digital experts deliver deep cross-sector expertise in 30 countries across North America, EMEA and APAC. Akkodis offers broad industry experience, and strong know-how in key technology sectors such as mobility, software & technology services, robotics, testing, simulations, data security, AI & data analytics. The combined IT and engineering expertise brings a unique end-to-end solution offering, with four service lines – Consulting, Solutions, Talents and Academy – to support clients in rethinking their product development and business processes, improve productivity, minimize time to market and shape a smarter and more sustainable tomorrow.
Akkodis is part of the Adecco Group. The Adecco Group is a leader in delivering expertise in talent and technology, enabling organizations to succeed and people to thrive.
www.akkodis.com