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 new 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 skilled 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 solid 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

Skilled 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
J-18808-Ljbffr

📌 Investments Administrator Ontario
🏢 Jobtailor
📍 Ontario