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Investments Administrator at iA Financial Group | JobVerse
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Investments Administrator
iA Financial Group
Website
LinkedIn
Investments Administrator
Canada
Full Time
1 week ago
$48,000 CAD
No H1B
Apply Now
Key skills
Communication
Time Management
About this role
Role Overview
Facilitate the processing of segregated fund trades
Provide administrative support to ensure compliance and accuracy
Track and follow-up on pending transfers with carriers
Resolve issues related to investments
Establish and facilitate new client accounts
Manage incoming and outgoing Investments mail
Complete additional responsibilities and projects as assigned
Requirements
A minimum of 2 years' experience in the investment industry
Industry designations (FLMI, ACS, AIAA) desirable
Superior organizational and time management skills
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with the ability to develop relationships
Knowledge of WealthServ and Microsoft Office
Bilingual in French and English is an asset
Benefits
Hybrid work environment (up to 3 days from home)
Opportunities for learning and development
Collaborative and inclusive culture
Apply Now
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