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.

 

 

Organization Silver Lark Investment Counsel
Industry Management Jobs
Occupational Category Manager
Job Location Toronto,Canada
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Experienced Professional
Experience 3 Years
Posted at 2025-02-10 10:20 pm
Expires on 2025-03-27