Investment Operations Associate
Matco Financial Inc. - Calgary, AB

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Matco Financial Inc.

Independent, Calgary based, privately owned, investment management firm. Matco is licensed through the Alberta Securities Commission (Primary) to offer discretionary investment management to Private clients, Trusts and Foundations and endowments.

Operations Associate

Matco is looking for an experienced Operations Associate. The Operations Associate is responsible for maintaining portfolio accounting systems, maintaining positive and professional relationships, ensuring the accuracy of client data and other duties as assigned.

Responsibilities

New Accounts
Transfers
Corporate Actions
Trade Posting
Maintain client records and files
Internal and external reporting
Provide operational support to the Client Service team

Requirements

Bachelor's degree or equivalent work experience

A minimum of 5 years’ experience in a variety of operational roles

Must demonstrate possession of analytical, problem solving, interpersonal, time management and communication skills.

Must be detailed oriented

Working within a team environment

We thank all applicants in advance; however only individuals selected for interview will be contacted.


Indeed - 9 months ago - save job - block
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