Teams at AGF Investments

Supports investment operations for institutional and private client accounts, including trade settlements, reconciliations, security pricing, corporate actions, proxy voting, management fees, audits, portfolio database transactions, revenue reporting, and client tax and regulatory reporting. The role also processes mutual fund, GIC, money market, foreign exchange, private placement, and pooled fund transactions while maintaining accurate securities and custodial records.

Administer new account openings, incoming transfers, and complex estate and trust account transitions. Communicate with clients, custodians, accountants, and lawyers; manage DocuSign documentation; reconcile client, custodial, and portfolio-management records; maintain contact data; and support annual KYC/IPS, tax-information, RRSP-to-RRIF, RESP grant, and charitable foundation projects.