Account Administration Officer Role

Become an Account Administration Officer with MD Private Investment Counsel in Ottawa, Ontario, providing key administrative support to enhance client satisfaction. Drive precise account management and funding processes.
In this dynamic position, you will oversee essential client account functions, encompassing openings, maintenance, and transfer requests. Emphasize a strong client service attitude and the ability to manage priorities in this fast-paced role. Organizational and detail-oriented skills are crucial as you support the investment counsel's operational efficiency.
Key Responsibilities:
• Handle all aspects of client account administration
• Process and follow up on transfer requests
• Ensure compliance with account maintenance processes
• Resolve client inquiries efficiently and effectively
• Work collaboratively to support the team
Requirements:
• University degree or diploma in financial studies
• 2 years' related experience in administration<...