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Mutual Fund Dealer Relations Rep

Toronto, ON

Job ID: 14526 A Type: AF - Accounting & Finance

Mutual Fund Dealer Relations Rep


Our client, a leader in Financial Services downtown  is adding a pro active and client focused  individual who has a strength in operations and client support.  You will provide inside support to dealer requests,update,research and maintain advisor information requests by using the transfer agency system, respond to ad-hoc requests such as trade rejections, policy questions., add value to the dealer experience by building positive relationships , support the Dealer Relations Managers and really partner with the entire team by listening and really responding to Advisor information from dealers.


Salary range.22-26 per hour based on experience. **5 month contract




  • Advanced Excel skills (i.e. able to use pivot tables, vlookups, array and date formulas, complex modeling, combining multiple functions/formulas etc.)


Completion of a University post secondary or college education.

Enrolment or completion of the Canadian Securities Course

Minimum 3 years in a client service or relationship management role specifically in the investment industry.

Previous Dealer Relations/Operations experience is a definite preference

Bilingual ( French/English) is an asset


Interested candidates may forward a résumé to.  or feel free to call Chichi on 416-368-6446 Ext 227

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