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Connor, Clark & Lunn Financial Group Hiring for Assistant Manager, Private Client Administration Job at Toronto Full Time
Assistant Manager, Private Client Administration (Maternity Leave Contract)
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
We have an opening for an Assistant Manager, Private Client Administration to join our team. This is a hands-on management role reporting to the Senior Manager, Private Client Service & Administration. In this role, you are responsible for leading a team of front-line Private Client Service Associates based mainly in Toronto to support Client Relationship Managers (CRMs) either in person or remotely, delivering exemplary client service and flawless operational execution.
What You’ll Be Doing
- Leading, developing, and managing a team of administrative staff including recruitment, coaching, employee relations, learning and development, and performance management
- Overseeing and participating in the day-to-day operations of the Sales & Service Support team including pre-sales support, client onboarding, portfolio and trade administration, client reporting and relations.
- Guiding the team members with complex situations and escalations through clear direction and effective liaising with internal support teams, external service providers, and clients.
- Responsible for team’s performance within key operational areas including account opening, billing, trading, compliance and client service, monitoring high standards through available DI reports.
- Establishing strong rapport with the individual sales managers ensuring regular exchange of feedback.
- Analyzing current processes with a keen eye for operational efficiency and robust business controls.
- Developing, testing, and implementing new procedures to accommodate changing business needs.
- Acting as a key source of information for the team.
About You
- At least 3-5 years of back or front office experience with a record of increasing responsibility.
- Proven client service experience with the ability to handle complex issues and sensitive clients.
- Experience with training and mentoring others with the ability to manage conflict resolution.
- Excellent writing, listening, and presentation skills with a proven ability to communicate information effectively to all levels of the organization.
- Ability to effectively lead and motivate people to accomplish their goals.
- A natural talent for creative and independent thinking. The successful candidate is a continuous learner and always looking for ways to improve.
- Adaptability to competing demands and changes in the work environment.
- Critical thinking, attention to detail, proven organizational skills and multi-tasking abilities.
- Position requires a high level of professionalism, confidentiality, and ethics.
- Dependable/punctual, acting mentor and role model.
- A hardworking and positive attitude with a willingness to take ownership in the role.
- Undergraduate university degree, preferably in a related field
About Us
Connor, Clark & Lunn Private Capital is an affiliate of the Connor, Clark & Lunn Financial Group, providing professional discretionary money management services to individual investors, aboriginal groups, foundations, and endowments.
Connor, Clark & Lunn Financial Group provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a multi-boutique asset management firm, Connor, Clark & Lunn Financial Group is uniquely focused on creating the conditions for success for its clients, partners and employees. We have grown from $29 billion in assets and 200 people in 2008 to approximately $98 billion in assets and close to 700 employees today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining, and motivating the most talented people.
This is best achieved by:
- A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
- An Opportunity to Succeed: To do work that has value, and which presents the opportunity for professional growth and development.
- Recognition and Reward: To recognize each person’s contribution and to align compensation with contribution.
CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
This is a maternity leave contract with the potential to turn full-time, permanent.
To apply for this position, please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews
will be contacted. No telephone calls or recruitment agencies will be accepted.
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