Job Description

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment Dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Account Administrator be part of our Client Experience team in Calgary, Alberta .

In this role, the successful candidate will have an opportunity to support our dedicated teams within the back-office, banking, and account administration functions. The candidate will support our Client Experience team and by extension individual branch ACPI Branch Offices. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is an entry-level role that is primarily non-client facing with ample room for career growth.

What You Will Do

• Banking duties (EFT, wires, resolution of payment issues with financial institutions, Interfund cash and position transfers)
• Journal entry and other trade related administrative tasks
• Processing client account updates and related tasks
• Registered income account updates
• Registered accounts Processing (includes RESP, RDSP etc.)
• Processing and following up on internal and external asset transfers
• RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown
• Unlocking of locked-in accounts (LIRA, LRSP, LIF etc.)
• Cheque withdrawal booking
• Pending Close/Freeze account and balances write-offs
• Book value update entry

What You Will Bring

• Previous experience in the Mutual Fund industry and/or customer service role is preferred
• Post-secondary education
• Knowledge of Back Office functions
• Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
• Detailed-oriented, extremely self-motivated and dedicated, and a good team player
• Fluency in English (verbal and written)
• Excellent communication and interpersonal skills
• Proficiency with MS Office applications
• Ability to thrive in a growing/dynamic environment
• Canadian Securities Course, IFIC, PFP and other industry courses would be an asset
• Comfort in using and learning new software systems

What We Offer

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

• Competitive compensation
• Recognition of your accomplishments
• Communication and feedback
• Investment in your training and development
• Commitment to your health and well-being
• Culture of inclusion, diversity, and positivity

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.

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