JOB SUMMARY

For 27 years, Palisade Capital has focused on boutique investment management for high net worth families and their corporations, family trusts and foundations. Our long-term relationships are underpinned by our client-centric philosophy and foundational principles of integrity, alignment with our clients and investment performance. Our extraordinary Advisory Board provides entrepreneurial and strategic stewardship as our business expands. We are currently hiring a Senior Wealth Management Administrator to work alongside our portfolio managers to maintain very high quality service to our growing affluent client base.
Our customized asset management is provided through an open architecture framework which emphasizes independent, conflict-free portfolios designed to achieve specific client objectives. Our strategic partnership with The Wealth Council enables the provision of the full spectrum of wealth management services through the seamless integration of investment, tax and estate plans.
We are passionate about our business and our culture and are looking to attract, retain and develop individuals who have that same drive. We are looking for talented, highly motivated individuals who are committed to delivering the best possible client experience and who embody our culture and values as a creative, collaborative, authentic and hard-working organization.
Palisade Capital is recruiting for our growing team in Calgary, Alberta. A high level of attention to detail and the desire to develop professionally and personally in a dynamic work environment is expected. The optimal candidate will thrive in a high growth, entrepreneurial environment in which each team member’s views are welcomed and respected.
The successful candidate will support a team of portfolio managers by providing professional, efficient client service and sound administrative management of client accounts, in accordance with the firm’s policies and procedures and regulatory standards in the Canadian investment industry. Experience with basic accounting and compliance procedures would be a significant benefit. Assisting in the finalization of month end net asset value calculations and the completion of compliance paperwork would be expected. They will process client information and be responsible for critical operational duties related to the portfolio managers’ and the team’s investment management activities.

QUALIFICATIONS:

· Three to five year years of relevant experience;
· Particular proficiency in Microsoft Excel, but also including Word and PowerPoint;
· Canadian Securities Course and the Conduct and Practices Handbook Course, with a willingness to be licensed further as responsibilities grow; and
· Familiarity with customer relationship management / portfolio management systems.
Please note that other combinations of qualifications and relevant experience may be considered.
A competitive compensation package including full benefits will be provided.

· Support the portfolio managers and other administrative personnel in administrative, client service and business development activities;
· Assist in various month end processes including net asset value calculations and tracking cash inflows and outflows in the Palisade Funds;
· Assist in various unitholder recordkeeping tasks relating to the Palisade Funds;
· Where appropriate, assist in compiling data and filing relevant compliance paperwork with our primary regulators;
· Complete, check and forward documents related to account openings and transfers;
· Monitor daily activity in client accounts and handle various administrative details as required;
· Provide support for and collaborate with Palisade Capital’s other administrative personnel in responding to client requests to ensure the maintenance of a high level of client service;
· Carry out data entry in the client relationship management / portfolio management system, including producing various documents and reports for clients and portfolio managers;
· Maintain our product shelf database with current information; and
· Actively engage in ongoing learning and development to improve skills and knowledge.
All responsibilities must be executed with the objective of achieving the most positive experience possible for Palisade Capital’s clients. It is expected that the role will be executed in the office alongside the balance of the Palisade Capital team.