Salary is competitve with experience, and three weeks vacation.
Years Experience:
5-7 yrs
Position Type:
Employee
Employment type:
Full time
Updated:
16 Jul 2008
eFC Ref no:
445834
Our client provides investment management service to high net worth individuals, advisors, and institutional investors.
Our client is provides investment management service to high net worth to individuals, advisors, and institutional investors. As the Senior Manager, Sales & Service you will be responsible for management support of the staff in each national office and support the relationship manager. Other responsibilities include;
* Oversee the day to day operations of the Sales & Support Team which include new & existing business portfolio administration, pre-sale support of client relationship managers, quarterly reports, liaise with external custodians and facilitate transfer trades. * Developing, testing and implementing new procedures to accommodate changing business demands. * Analyze current processes and procedures as well as redesigning workflow to increase efficiently and performance management.
The successful candidate will have the following; * Management experience such as coaching, mentoring, performance feedback, recruiting, policy-making and procedures and process design. * A minimum of 5 years experience in a back office or administrative environment in financial services. * University degree and an MBA, CA, or CFA is considered an asset. * Energetic, dynamic, enthusiastic and a hard working attitude. * Open to travel. * Strong Excel, PowerPoint and Word skills as well as the ability to multi-task.
A
trade automation, connectivity and compliance solution, the SunGard
Transaction Network (STN) links institutions throughout the financial
services community to facilitate end-to-end transaction processing.
With
more than 4,500 client firms in 60 countries managing more than $12
trillion, Advent has established itself as a leading provider of
mission-critical applications for investment management operations of
all sizes and strategies.
QUMAS
is a global compliance software company offering a complete Enterprise
Governance, Risk and Compliance solution with over 250 customer
deployments.
Belzberg
Technologies has been at the forefront of the electronic trading
evolution from the very beginning, and continues to provide world-class
service, execution and technology to the securities industry.