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Job Title


Investment Banking Specialist


Company : Infotree Global Solutions


Location : toronto, Ontario


Created : 2026-02-04


Job Type : Full Time


Job Description

Here are the Job details for your review:Job Title: Account Manager/Investment AdvisorDuration: 12 Months (Possibility of extension or Temp to Perm)Location: Toronto, ON M5X 1J9 (Hybrid)Completion of the CSC is required.DescriptionClient is Canadas leading provider of custody, trade execution and brokerage solutions for Independent Portfolio Managers, Introducing Brokers, and Investment Fund managers. With over 25 years of continuous service and a team of more than 240 professionals, we serve 400 independent firms with over $290 billion in assets and 800,000 Canadian investors.This position is responsible for providing efficient administrative support to clients by ensuring that all assignments are completed in a prompt and accurate manner, and all queries are replied to in a timely manner.The successful candidate will be eager to expand knowledge in Admin Hub from an Operational perspective.Additionally, the candidate will work with multiple technology platforms and develop a thorough understanding of their interaction.The candidate will be responsible for communicating via email directly to Networks/internal partners, while navigating operational processes.Collaborate with internal partners, primarily Banking, Transfers, Data Services and FeesThis role requires curiosity and meticulous organization to properly prioritize day to day activities related to processing of tickets and answering inquiries.Main ResponsibilitiesProvide support to the Service evolution teams as well as clients.Responsible for timely completion of assigned tasks within S.L.A. and follow-up to ensure any outstanding items are processed.Daily review and approve administrative items such as De-registrations, Bank Transfers, Foreign Exchanges,, Internal Account Transfers and Fee Set UpsProvide process improvement recommendations that will enhance the overall business relationship with clients.Sundry duties as assigned.Behaviours:Proactive take charge of challenges impacting the team.Contribute to an inclusive and collaborative culture at client.Be a change agent and articulate the positivity of change.Passionate about delivering exceptional client experience.Be a change agent for culture, technology, and methodology.Challenge the existing process.Identify opportunities to improve the client and employee experience.Self-start requiring limited supervision that acts as a resource to colleagues.Qualifications:University degree with a minimum of two years in a brokerage/service roleCompletion of the CSC and CPH is preferred.Possess knowledge of the structure, procedures and systems utilized within network and Support AreasKnowledge of the regulatory and legal aspects of the industryStrong knowledge of systems such as IBMComplete familiarity with PC based programs such as MS Word and MS ExcelStrong time management skillsSuperior level of customer serviceThe ability to multitask in a fast-paced environment and attention to detail.Excellent communication skills