Account Administrator
Giverny Capital Inc
Giverny Capital est une firme de gestion de portefeuilles plein exercice, spécialisée dans la gestion de fortunes privées. Fondée sur une philosophie d'investissement à long terme par analyse fondamentale, notre firme est reconnue au Canada et à l'international pour sa crédibilité, sa rigueur et son intégrité .
Nous plaçons la transparence et l'excellence au cœur de chacune de nos relations professionnelles. Plus que des clients, ceux et celles qui nous confient la gestion de leurs investissements sont pour nous des partenaires. Chez Giverny Capital, chaque membre de l’équipe contribue directement à la performance et à la réputation d'une firme qui crée de la valeur sur le long terme.
Le rôle
L’administrateur(trice) de comptes rigoureux(se) et organisé(e) joue un rôle clé dans la gestion complète du processus d’ouverture de comptes, le traitement des transferts et des contributions, ainsi que le suivi des demandes clients. Cette ressource accompagnera nos partenaires avec rigueur et professionnalisme. Ce poste exige une grande attention aux détails, une excellente capacité de communication et une aptitude à travailler en équipe dans un environnement dynamique.
Principales responsabilités
Ouverture de comptes
- Gestion des dossiers clients : prépaation personnalisée des documents, échanges avec les clients pour la collecte d’informations et traitement des transferts.
Transferts électroniques et contributions
- Traitement des transferts électroniques de fonds et des contributions faits par les clients.
Transferts entre institutions
- Gestion du processus de transfert : vérification des documents, coordination avec les parties prenantes et suivi administratif.
Traitement des retraits
- Traitement des demandes clients : Saisie des opérations, coordination avec les équipes internes et suivi des processus internes.
Gestion des demandes diverses
- Traitement des demandes administratives : gestion des communications, traitement des demandes de décaissement, suivi des transferts et vérification des dossiers clients.
Vacancy posted 15 hours ago
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