New Accounts Administrator

THE OPPORTUNITYWe have an opportunity for a New Accounts Administrator to join our award-winning firm in the Vancouver office. WHAT YOU’LL DOThis role reports to the Supervisor, New Accounts and Document Management, and works closely with our Investment Advisors, Assistants and other departments within our Client Services operations. This role requires an on-site requirement of 5 days a week to start in the office. You will be partnered with the Team Leads and work in a collaborative environment within the New Accounts and Document Management team. You will be responsible for providing exemplary service to clients and advisory groups by ensuring new and existing account information is complete and accurate, in accordance with regulatory compliance. The successful candidate is a critical thinker with exceptional attention to detail, combined with strong communication skills and solid investment industry experience. RESPONSIBILITIES Review a high volume of new and existing client account forms and update client account information Review and reconcile client account fees in accordance with the fee model and structure Process client account documentation with accuracy and in accordance with regulatory compliance Provide customer service and administrative support to Investment Advisors and Assistants Deliver client service excellence by responding to inquiries accurately and in a timely manner Ensure standard operating procedures are followed and service level agreements are met in a fast-paced, service-driven environment Maintain up-to-date knowledge of fee structure models Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Engage in continuous learning and development to build account administration expertise, including but not limited to processing, regulations, and fees Participate in cross-functional department reporting, audit and review projects COMPETENCIES Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently KNOWLEDGE AND EXPERIENCE Minimum of two years of investment industry experience in New Accounts, Client Services, Compliance or similar function Post-secondary education in Finance, Accounting or Business or a related field is an asset Proven experience in serving clients in a professional services environment Exceptional attention to detail and skilled at working efficiently and accurately Strong organizational skills, with the ability to prioritize important and time-sensitive tasks Self-motivated with a strong work ethic Strong interpersonal and relationship-building skills with ability to work independently and collaboratively within a team Excellent verbal and written communication skills Experience with Broadridge’s Dataphile, t…