Victoria Legal jobs

Job Overview

Burkett Asset Management is seeking a Client Engagement Associate to join its growing team. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication skills, proficiency with technology and high attention to detail.

The Client Engagement Associate will support the day-to-day management of clients as the first point of contact for all non-investment related inquiries. This is a role designed for individuals who are detail-oriented, procedurally driven, and committed to delivering exceptional service. The Client Engagement Associate will also support the Portfolio Managers as required on ad-hoc tasks.

Key Responsibilities

• Serve as the first point of contact for all client communications and manage the central service inbox
• Ensure end-to-end resolution of client service matters, coordinating across departments as needed
• Support client account administration, including onboarding, updates, and documentation with custodians and internal systems
• Assist with compliance-related tracking and record-keeping, including Know Your Client (KYC) and Trusted Contact Person (TCP) information
• Prepare for and attend client meetings, ensuring accurate documentation and timely follow-up on action items
• Maintain and leverage the CRM tool for tracking client interactions and managing business development efforts
• Develop and maintain marketing materials and campaigns, including, blog updates, brochures, and surveys.
• Participate in firm-wide projects and process improvements, contributing a client-first perspective to organizational development
• Collaborate with operations, compliance, and external advisors to ensure smooth firm operations, including regulatory filings and audits
• Contribute to client communication efforts, including presentations, market updates, and reporting materials

Job Requirements

A career in Investment Management is challenging and fast-paced. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:

• 0-2 years of experience in client service, financial services, or administrative support within a professional or regulated environment (accounting, legal services, etc.)
• Canadian Securities Course or willingness to complete
• Strong proficiency with Microsoft Office (Excel, Word, PowerPoint, and Outlook)
• Strong analytical skills, process oriented
• Excellent communication skills, both written and verbal, with the ability to present complex ideas clearly and effectively
• Highly organized with strong time management skills and the ability to manage multiple priorities
• Clear understanding of investment operations an asset (trading, account opening, liquidity needs, etc.)
• Integrity and ethics second to none

Job Type & Location

• Full-time (Monday to Friday), on-site
• Victoria, BC: reliably commute or plan to relocate before starting work (required)
• Willingness to occasionally work beyond a normal work schedule to meet seasonal/peak workloads and deadlines

Benefits

• Competitive salary: ($50,000 - $70,000) plus bonus
• Incentive program
• Professional development
• RRSP matching, when eligible
• Company social events
• Comprehensive health and dental benefits
• Meal allowance for extended working hours
• On-site parking
• Paid time off
• Flexible summer Fridays (varies based on business needs)
• Opportunity to be a member of a growing, entrepreneurial firm with long-term career potential
• A collaborative and flexible work environment that values both professional excellence and quality of life
• Close-knit office culture

We thank all applicants; however, only those selected for further consideration will be contacted.

Pay: $50,000.00-$70,000.00 per year

Benefits:

• Company events
• Dental care
• Extended health care
• On-site parking
• Paid time off

Work Location: In person