- Facilitate the processing of segregated funds, GICs and other investment products
- Assume ownership of assigned files and quality of data
- Track and follow-up on pending transfers with carriers
- Perform immediate follow-up with advisors regarding missing information
- Effectively resolve any issues, questions or complaints as they pertain to investments
- Establish and facilitate current client accounts within the WealthServ Investment System
- Manage incoming and outgoing Investments mail

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 skillsExcellent written and verbal communication skills
- Strong interpersonal skills
- Ability to represent self and organization in a professional manner
- Ability to handle sensitive and confidential information professionally
- Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel, PowerPoint
- Advanced level of the English and French language required.

Core Competencies





Demonstrates expertise in managing investment products and client accounts, with a strong focus on data accuracy and effective communication. Proficient in handling sensitive information and resolving client inquiries within the investment industry.

Highest-signal resume keywords

- Investment Industry Experience
- WealthServ Investment System
- Data Entry Skills
- Bilingual Communication (English and French)
- Organizational Skills

ATS Optimization Keywords

Hard Skills

- Data Accuracy
- Investment Processing
- File Management
- Client Account Management
- Follow-Up Skills

Soft Skills

- Interpersonal Skills
- Time Management
- Professional Representation
- Problem-Solving
- Communication Skills

Certifications & Qualifications

- FLMI
- ACS
- AIAA

Industry Keywords

- Segregated Funds
- GICs
- Investment Products
- Client Accounts
- Confidential Information

Tools & Technologies

- WealthServ
- Microsoft Office
- Outlook
- Word
- Excel
- PowerPoint

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📌 Investments Administrator (Toronto)
🏢 Jobtailor
📍 Toronto