MGI - POSITION DETAIL

Administration

Location: Winnipeg
Job Type: Full Time
Professional Areas: Back Office Administration
Salary Range: Depending Upon Qualifications
Description:

- Responsible for the day to day business processing, settlement and reconciliation of fixed term and mutual fund business.

- Facilitates the transfer of an advisor’s book of business to the dealer (MGI) when a new recruit joins the firm. Includes papering of all new clients, bringing on new assets, tracking & reconciliation of all new assets, as well as training new recruits on operational processes & policies.

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