Elevate your career as an Investments Administrator in our hybrid work workplace. Focus on handling segregated fund trades while providing critical administrative support to advisors.
Ideal candidates will have at least two years of experience in the investment sector and exceptional attention to detail. In this position, you will manage data accuracy, track client accounts, and resolve any discrepancies swiftly. Your ability to communicate effectively will ensure seamless processing and high standards of service.
Key Responsibilities:
• Manage fund processing and compliance standards
• Follow up on pending investment transfers
• Coordinate with advisors for any missing information
• Resolve investment-related issues and inquiries
• Facilitate new accounts in WealthServ
Requirements:
• Minimum 2 years’ experience in investments
• Desired industry designations (FLMI, ACS, AIAA)
• Proven time-management and organizational skills
• Excellent communication skills in English and French
• Knowledge of Microsoft Office applications
Contribute to operational excellence and client satisfaction in this vital administrative role.
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📌 Administrative Role in Investment Management (Toronto)
🏢 Iaawg
📍 Toronto