Required qualifications for this position include:

• Grade 12 education or equivalent; 
• Minimum one year demonstrated proficiency in retail financial services;
• Demonstrated proficiency in Microsoft Office – specifically Word, Excel and Outlook – is required, and
• Completion of Investment Funds in Canada Course an asset

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.