Bring investment documentation and compliance expertise to Masters Insurance as a Financial Account Associate supporting advisors and clients. Work across detailed financial workflows.
Masters Insurance seeks a Financial Account Associate with three to five years of industry experience. You will support advisors, manage client paperwork, process investment transactions, and maintain documentation for compliance. Strong Excel, communication, organization, and problem-solving skills are central to the work. A completed mutual funds license is required through an accepted provider or designation.
Key Responsibilities:
- Support advisors while maintaining strong client relationships
- Prepare presentation documents for client meetings
- Coordinate paperwork, signatures, follow-ups, and compliance workflows
- Process investments and resolve transaction discrepancies with fund companies
- File client documentation and maintain office compliance standards
Requirements:
- Three to five years of industry experience
- Completed mutual funds license through IFC, CSI, or CIFC
- Proficiency in Microsoft Office, especially Excel
- Effective verbal and written communication skills
- Accurate data entry and strong organizational abilities
Apply your investment processing, Excel, and compliance strengths while supporting advisors, clients, and accurate financial documentation at Masters Insurance.
Financial Account Associate Investments in Vaughan employer: Masters Insurance
Masters Insurance is an exceptional employer that prioritizes employee well-being and professional growth, offering a competitive compensation package alongside generous health benefits and a robust retirement savings program. With a strong commitment to work-life balance through a hybrid work schedule and a vibrant work culture enriched by year-round employee events, we foster an environment where team members can thrive and contribute meaningfully to our clients and communities. Join us in a dynamic role where your contributions are valued, and you have the opportunity to learn and grow within a supportive team dedicated to excellence in the insurance industry.
