Associate, Investor Services

SS&C Technologies

. Handle investor onboarding and fund-driven capital activity .

Posted 11/5/2026full-timeMississauga • CanadaJuniorMid-Level💰 CA$50,000 - CA$60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investor services and financial services, with a strong focus on Anti-Money Laundering (AML) compliance and effective communication. Proficient in utilizing AI tools and advanced Excel to enhance productivity and maintain accurate investor records.

Highest-signal resume keywords

Investor Services KnowledgeAnti-Money Laundering (AML) ComplianceAdvanced Excel ProficiencyEffective Communication SkillsClient Service Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investor OnboardingFund-Driven Capital ActivityInvestor Reporting GenerationInvestor Payments ProcessingWire TransfersKYC Procedures KnowledgeProcess Enhancement Initiatives

Soft Skills

Interpersonal SkillsAdaptabilityClient Service Orientation

Tools & Technologies

Office 365AI Tools and Technologies

Industry Keywords

Financial ServicesComplianceInvestor Records Management

About the role

Key responsibilities & impact

Handle investor onboarding and fund-driven capital activity
Ensure applicable Anti-Money Laundering (AML) requirements are adhered to
Communicate with investment managers and their investors via email and telephone correspondence
Generate, validate and distribute investor reporting in accordance with procedures
Maintain accurate and compliant investor records according to investor and investment manager instructions
Prepare and execute investor payments and wire transfers
Collaborate in process enhancement initiatives
Comply with department policies and procedures
Perform other related duties as assigned by department management

Requirements

What you’ll need

Knowledge of investor services and/or financial services
Undergraduate degree or equivalent experience
Advanced knowledge of Excel and Office 365
Working knowledge of AI tools and technologies, with the ability to leverage them to improve productivity, analyze information, and enhance workflows
Knowledge of Anti-Money Laundering (AML) and KYC procedures is a plus
Clear and effective communication skills
Strong interpersonal skills and client service mindset
Ability to work effectively in a fast-paced environment and adapt to multiple demands and priorities
Coverage on US and/or Canadian holidays may be necessary
Overtime may be required from time to time
Legally eligible to work at the specified location(s)
Where applicable, ability to provide a valid work or study permit

Benefits

Comp & perks

Hybrid Work Model (6 days/mth)
Business Casual Dress Code, including jeans
RRSP Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical, Dental, Vision
Employee Assistance Program
Parental Leave
Hands-On, Team-Customized Training, including SS&C Learning Institute
Discounts on fitness clubs, travel and more!