As an employee of Cardinal Point Capital Management ULC, this position is centered on ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis.

Primary functions involve processing tasks with the firm’s custodial providers in Canada and the U.S. These responsibilities include:

• Manage, complete, and track account paperwork for multiple clients and custodians in both US and Canada.
• Manage cashiering including money transfer requests (transfers, wires, EFT, checks, etc.) for multiple clients and custodians in both US and Canada.
• Coordinate the onboarding of new clients and working with the client service team to collect data from the clients to support the investment needs for clients.
• Maintain client-related compliance policies and procedures to support the investment team and it’s strategy.
• Independently a...