Sagard Wealth Client Operations Associate
Sagard • toronto, Canada
Role Description
Elevate your career at Sagard Wealth in Toronto as a Client Services & Operations Associate. This role encompasses handling trade settlements, cash reconciliations, and client onboarding for optimal asset management.
In this critical position, you will contribute to Sagard Wealth's operational efficiency by executing cash and position reconciliations while ensuring compliance with trading regulations. Your ability to manage high-volume tasks and collaborative spirit will enhance our team’s effectiveness in servicing client needs.
Key Responsibilities:
• Ensure accurate cash movement and trade settlements
• Manage ongoing account maintenance with tax and legal teams
• Facilitate comprehensive client onboarding processes
• Monitor and update corporate action events
• Support special projects such as fund launches
Requirements:
• 3 to 5+ years in investment operations or fund administration
• Understanding of trade lifecycle and compliance frameworks
• Bac...
In this critical position, you will contribute to Sagard Wealth's operational efficiency by executing cash and position reconciliations while ensuring compliance with trading regulations. Your ability to manage high-volume tasks and collaborative spirit will enhance our team’s effectiveness in servicing client needs.
Key Responsibilities:
• Ensure accurate cash movement and trade settlements
• Manage ongoing account maintenance with tax and legal teams
• Facilitate comprehensive client onboarding processes
• Monitor and update corporate action events
• Support special projects such as fund launches
Requirements:
• 3 to 5+ years in investment operations or fund administration
• Understanding of trade lifecycle and compliance frameworks
• Bac...