- 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 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 - Qualified 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

📌 Investments Administrator (Toronto)
🏢 Jobtailor
📍 Toronto