Found Description
Application Deadline: 04/24/2026
Address: 2828 boul Laurier
Job Family Group: Wealth Sales & Service
Primary tasks in a summary
Execute operations in client portfolios
- Carry out transactions (purchases, sales, adjustments) based on advisor or client instructions.
- Ensure accuracy, timeliness, and compliance in every operation.
Analyze daily reports and data
- Review daily reports to identify anomalies, discrepancies, or required follow‑ups.
- Ensure positions, flows, and activities are up to date and consistent.
Open and maintain client accounts
- Prepare and complete account openings (new relationships, registered accounts, trust accounts, etc.).
- Perform regulatory updates and KYC information maintenance.
Prepare client meetings and administrative materials
- Gather required documents (portfolio summaries, mandates...