Reporting to and taking direction from the Compliance & Administration Officer, the Investment & Retail Support Assistant will provide mutual fund administration and client resolution for the Credential Asset Management sales team. The responsibilities of this role include, but are not limited to, mutual fund trade processing, documentation integrity and on-going follow up on the client investment activity; first point of contact administrative support; branch reporting and various activities in support of retail credit to ensure adherence to Cambrian's audit and compliance standards.
The ideal candidate is a critical thinker who analyzes information and uses logic to address issues, problems and challenges; analytical and detail-oriented, with an aptitude for accurate and timely decision making.
By combining your talent with our strengths we can achieve great results!
We thank all applicants for their interest, however, only candidates selected for an interview will be contacted.