About AGF:
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.
AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.
Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 815,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.
About Doherty & Associates:
Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals. Learn more about who we are and what we do at www.doherty.ca.
About the Role:
You will be working with several Portfolio Management team members to provide new Doherty clients with exceptional on-boarding experiences and to process new accounts and transfers documentation from start to finish. You will also assist with account transitions (i.e. internal transfers, Estates, Trusts, some of which are complex due to ownership structure or account type). You bring a client focused mindset to provide a high touch service to each of our clients. This role is a newly created position on the team.
Key responsibilities:
- Communicating with new and existing clients and assisting them with new account opening documents, answering any questions they may have and following up to obtain information when necessary.
- Monitoring and follow up current in-coming transfers with custodians.
- Create and monitor DocuSign new account and transfer envelopes.
- Update and manage contact management system as necessary.
- Establish security holdings (with costs) on Portfolio Management system (Harmony) and reconcile with custodian records.
- Create and monitor Adobe new account and transfer envelopes.
- Depending on your previous experience, we will rely on you to help navigate the opening of complex Estate and Trust accounts with clients and custodians.
Special Projects will include:
- Collecting and updating tax information (RC519s, W8Bens, Schedule 50, Beneficial Owner info).
- Annual KYC/IPS project (generating and sending annual update forms out via DocuSign (or mailing physical documents) for clients, assisting clients with any questions they have and following-up and monitoring the status of each form).
- Annual RRSP to RRIF project.
What you bring:
- Client-facing administrative experience in financial services industry, in particular, investment firms, brokerage, trusts, banks/credit unions, or financial planning firms.
- Excellent communication and client service skills
- Highly organized and strong attention to detail
- Professionalism
- Team player and ability to build relationships across teams
- A proven problem solver who can prioritize, multi-task, and meet tight deadlines
- Excellent computer skills - MS Word, Excel, Outlook required. Experience with Adobe Acrobat Pro DC and DocuSign an asset.
- Trust and Estates administrative experience is an asset.
- CSC or other relevant industry courses are an asset.
Compensation:
The anticipated compensation range for this role is $65,000 - $80,000 annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.
AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.
AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] so that appropriate arrangements can be made.
No unsolicited agency referrals please.
AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] so that appropriate arrangements can be made.
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