Job Title

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 fulltime 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 DoBanking duties (EFT, wires, resolution of payment issues with financial institutions, Interfund cash and position transfers)Journal entry and other trade related administrative tasksProcessing client account updates and related tasksRegistered income account updatesRegistered accounts Processing (includes RESP, RDSP etc.)Processing and following up on internal and external asset transfersRESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP BreakdownUnlocking of locked-in accounts (LIRA, LRSP, LIF etc.)Cheque withdrawal bookingPending Close/Freeze account and balances write-offsBook value update entryWhat You Will BringPrevious experience in the Mutual Fund industry and/or customer service role is preferredPost-secondary educationKnowledge of Back Office functionsAbility to prioritize effectively and work efficiently and independently to meet daily deadlinesDetailed-oriented, extremely self-motivated and dedicated, and a good team playerFluency in English (verbal and written)Excellent communication and interpersonal skillsProficiency with MS Office applicationsAbility to thrive in a growing/dynamic environmentCanadian Securities Course, IFIC, PFP and other industry courses would be an assetComfort in using and learning new software systemsWhat We OfferWe are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:Competitive compensationRecognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-beingCulture of inclusion, diversity, and positivityAligned 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.