Enhance your career as an Investments Administrator skilled in managing client accounts and processing investment products. This role requires expertise in both English and French communication.
The Investments Administrator will facilitate processing of segregated funds, GICs, and maintain quality data for assigned files. You will track pending transfers, communicate with advisors about missing information, and resolve client inquiries. This role demands superior organizational and time management abilities to manage incoming and outgoing investments mail efficiently.
Key Responsibilities:
• Facilitate processing of investment products including segregated funds
• Track and follow up on pending transfers with carriers
• Follow up immediately with advisors regarding missing info
• Resolve issues, questions, or complaints related to investments
• Manage incoming and outgoing Investments mail
Requirements:
• Minimum of 2 years' experience in the investment industry
• Industry designations such as FLMI, ACS, or AIAA are desirable
• Advanced communication skills in English and French
• Proficient in WealthServ and Microsoft Office
• Robust attention to detail in data management
Bring your investment processing expertise and bilingual communication skills to drive excellence in client account management.
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