Account Management Associate(Gentai Financial Group – Greater Toronto Area, ON)

About the Position We are seeking an Account Management Associate to join Gentai family. Your role is to prepare client account documentation and process transactional activities. You employ processes and workflows that deliver consistent and accurate results. You will play an integral role in providing exceptional client service through effective communication, accountability, and teamwork. Job Description:

  • Prepare and process client documentation including account applications, transfer forms
  • Providing services and preparing paperwork for Investment Relationship Manager
  • Recording purchases and sales, clerical duties, correspondence
  • Ensure all trades and documents are met to compliance standards
  • Handle all types of client accounts including Registered & Non-Registered accounts
  • Prepare Private Placements for all subscribers and meeting the deadline on a timely manner
  • Customer service duties for multiple relationship managers and their clients
  • Process administrative requests including asset transfers, registered plan transactions, banking, and client reporting
  • Client Systems update and maintenance
  • Assist other team members as required
  • Other assigned duties

  Qualifications:

  • At least 2 financial or accounting or similar industry experience
  • Bilingual, fluent in both English and Mandarin is a must
  • Post secondary education, related field-finance or accounting background is preferred
  • You are ambitious, your career is your priority
  • High degree of integrity, accountability, and professionalism
  • Completion of CSC or will be after joining Gentai
  • Excellent interpersonal and communication skills including verbal and written
  • Demonstrate a meticulous attention to detail and a high degree of accuracy
  • Results driven approach to all responsibilities with a strong follow through
  • Proficiency with Microsoft Office

Gentai provides a career progression path. The firm will offer training to successful and willing candidates who want to become investment relationship manager. Please forward a cover letter and resume when apply. Salary is commensurate with experience. All inquiries will be kept confidential. Only qualified applicants will be contacted.

You will love working here: Employees tell us that they love that we strike the balance in creating an incredibly professional, yet dynamic, collaborative, and enjoyable corporate culture. We work in a fluid and fast-paced environment that is supportive of energetic and motivated individuals who pride themselves on being flexible and results-driven. Despite these challenging times, our business is thriving and that means that our employees get valuable exposure, lots of learning opportunities, and can truly have an impact on our business. We are committed to providing our people with a challenging and rewarding career because our employees are what set us apart and we know it. Equal Opportunity Employer Gentai is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran’s status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations are available on request for candidates taking part in all aspects of the selection process. We want to hear from you! If you are confident that you would be a strong asset to our team, submit both a cover letter and resume today to recruiting@gentaicapital.com. Be sure to tell us why you believe yourself to be a perfect fit! We thank all applicants for their time in applying, however, we will only contact those selected for an interview. Consideration of applications will begin immediately and continue until the position is filled.