Investments Administrator
Canada
Full Time
1 week ago
$48,000 CAD
No H1B
Key skills
CommunicationTime 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