Senior Account Associate Role at GP

Build your career at Guardian Capital as a Senior Account Associate, delivering exceptional client service and operational oversight.

In this critical role within the Outsourced CIO platform, you will support ultra-high-net-worth families while leading a team of Client/Account Associates. Your responsibilities will include managing compliance adherence and facilitating seamless onboarding processes. A strong background in client administration and trading is required, especially knowledge about regulations like NI 31-103.

Key Responsibilities:
• Provide administrative support to Investment Counsellors
• Oversee compliance during client onboarding lifecycle
• Process trades and maintain transaction accuracy
• Manage cash flows for investments and distributions
• Lead and optimize team workflow

Requirements:
• University degree, ideally in business
• 5–8+ years of direct experience
• In-depth knowledge...