Student, Wealth Solutions

We’re growing!!  And looking for a passionate, driven, and energetic candidate to join our team for the position of Student, Wealth Solutions located in our Head Office in Guelph, Ontario. 

Compensation: Starting at $21.00 per hour.

This will be a full-time, in person, 4 month contract.

Job Description
As a Student, Wealth Solutions, you will play a key role by providing support to the Skyline Wealth Management Inc. (SWMI) team which includes contributing to the progress and outcomes of projects, accurate database management and document control processing. You will be ensuring a high level of accuracy and compliance with all applicable regulations and laws while maintaining a high standard of professionalism through communications with internal and external stakeholders, while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities. 

What you'll be doing:

• Assist with driving forward the execution of projects and programs such as data cleaning, system upgrades, launch of new products, etc.
• Reporting on project process and outcomes to the Strategic Initiatives Lead.
• Complete various administrative and clerical duties, including but not limited to data entry, filing, scanning, photocopying or as directed
• Name and upload documents into the system.
• Provide quality control measures for the CRM and communicate needs, problems and/or concerns to management.
• Maintain unclaimed property and returned mail list.

• Minimum 2 years post-secondary education or 2 years equivalent customer service and administrative support workplace experience.
• High School Diploma or equivalent required.
• Knowledge of administration and clerical procedures.
• Understand and demonstrate customer service principles and practices.
• Manage multiple tasks throughout the workday while prioritizing the most important tasks while remaining detail oriented.

• You get a thrill from creating superior campaigns that really appeals to your audience and most importantly, drives investor lead generation.
• Being creative while managing multiple projects is how you want to spend your time.
• You want to be a part of a great team that celebrates individuality, as well as supports and builds people up.
• Working for a growing company that supports environmental stewardship and social responsibilities gives you great satisfaction.
• You want to work for a company that encourages work-life balance.

Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products

We offer our employees competitive pay, benefits, paid volunteer day, on-going training, growth potential and so much more.  Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities. 

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