Associate Relationship Manager/Client ServicesLester Asset Management • Montreal, Québec, Canada
Associate Relationship Manager/Client Services
Lester Asset Management
- Montreal, Québec, Canada
- Montreal, Québec, Canada
Über
Lester Asset Management (LAM) is an independent discretionary portfolio management firm based in Montreal with over $350M in assets under management (AUM). The firm manages investments for high-net-worth private clients and institutions such as foundations. With a small, committed team and a long-standing reputation, LAM offers a collaborative and entrepreneurial work environment.
LAM is currently looking for a full-time Associate Relationship Manager/Client Services to join its team. The ideal candidate should be hardworking, honest, highly organized, detail-oriented and interested in building a long-term career within a small but growing firm. The candidate should be resourceful, proactive, and comfortable working independently and in a team where their direct contribution meaningfully impacts the firm's overall success.
Qualifications
· Undergraduate degree or diploma (preferably in a business focused program)
· Experience working in financial services
· CSC course or CIM designation is an asset
· Knowledge of financial instruments (equities and fixed income) and registered accounts
· Proficiency in Microsoft programs (Outlook, Excel, Word, etc.), strong technological skills and willingness to learn new software (ex. Ndex data systems, Citrix, etc.)
· Comfortable with numbers, formulas, and reconciliations
· Strong organizational, time-management and interpersonal skills
· High attention to detail and accuracy
· Bilingual (oral and written French and English)
Responsibilities:
Client & Account Administration
· Assist with client requests (account openings, wire transfers, account updates, documentation…)
· Process RRSP, TFSA, RESP contributions and RRIF withdrawals
· Maintain and update client records and CRM systems
· Organize and archive documentation in accordance with compliance requirements
Reporting & Documentation
· Prepare quarterly client reports
· Assist in preparing monthly, quarterly, annual, and ad hoc client reports
· Prepare tax packages and supporting documentation
· Compile materials for client meetings
· Review daily activity and generate daily operational reports
Operations & Office Management
· Provide general office support (in-bound phone calls, visitors, supplies…)
· Assist Compliance and Operations team with data collection, reporting, and information gathering
· Draft correspondence, compose letters, and translate documents as needed
· Maintain organized filing and record-keeping systems
· Assist with website management and marketing materials
Special Projects & Process Improvement
· Identify and execute special projects
· Proactively suggest and implement process improvements
· Assist in developing more efficient administrative and reporting workflows
Additional Information:
· Hybrid work environment. The first six months of employment require full-time in-office attendance for training and onboarding, following which one may work from home up to two days per week.
Sprachkenntnisse
- English
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