Aligned Capital Partners Inc. (ACPI) is a fast-growing investment Dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Account Administrator be part of our Client Experience team in Calgary, Alberta .

In this role, the successful candidate will have an opportunity to support our dedicated teams within the back-office, banking, and account administration functions. The candidate will support our Client Experience team and by extension individual branch ACPI Branch Offices. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is an entry-level role that is primarily non-client facing with ample room for career growth.

What You Will Do

Banking duties (EFT, wires, resolution of payment issues with financial institutions, Interfund cash and position transfers)
Journal entry and other trade related administrative tasks
Processing client account updates and related tasks
Registered income account updates
Registered accounts Processing (includes RESP, RDSP etc.)
Processing and following up on internal and external asset transfers
RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown
Unlocking of locked-in accounts (LIRA, LRSP, LIF etc.)
Cheque withdrawal booking
Pending Close/Freeze account and balances write-offs
Book value update entry

What You Will Bring

Previous experience in the Mutual Fund industry and/or customer service role is preferred
Post-secondary education
Knowledge of Back Office functions
Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
Detailed-oriented, extremely self-motivated and dedicated, and a good team player
Fluency in English (verbal and written)
Excellent communication and interpersonal skills
Proficiency with MS Office applications
Ability to thrive in a growing/dynamic environment
Canadian Securities Course, IFIC, PFP and other industry courses would be an asset
Comfort in using and learning new software systems

What We Offer

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

Competitive compensation
Recognition of your accomplishments
Communication and feedback
Investment in your training and development
Commitment to your health and well-being
Culture of inclusion, diversity, and positivity

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.

Aligned Capital Partners Inc.

Open Positions

Account Administrator