Investments Administrator Primary focus: effectively facilitate the processing of segregated fund trades and provide administrative support within the scope of the role, ensuring all tasks are processed in a compliant, accurate and timely manner to maintain service levels to advisors.
Key Responsibilities Facilitate processing of segregated funds, GICs, and other investment products with insurance carriers, ensuring protocol and service standards are consistently maintained.
Assume ownership of assigned files and data quality, recognizing urgencies and assisting in resolving problems that may delay file progression.
Track and follow up on pending transfers with carriers.
Perform immediate follow‑up with advisors regarding missing information, supporting documentation, discrepancies, and unclear instructions.
Effectively resolve any issues, questions, or complaints pertaining to investments.
Establish and facilitate new client accounts within the WealthServ Investment System.
Manage incoming and outgoing investments mail to ensure all service standards are met.
Undertake additional responsibilities, duties, and special projects as identified.
Education, Experience and Skills Minimum 2 years’ experience in the investment industry.
Industry designations (FLMI, ACS,



AIAA) desirable.
Superior organizational and time‑management skills with demonstrated ability to manage multiple tasks.
Proven accuracy, attention to detail and data‑entry skills.
Excellent written and verbal communication skills.
Strong interpersonal skills; ability to develop and maintain relationships and work within a team environment.
Ability to represent self, office and organization professionally and positively at all times.
Ability to handle sensitive and confidential information professionally.
Knowledge of WealthServ and Microsoft Office (Outlook, Word, Excel, PowerPoint).
Advanced level of English and French; must collaborate with employees, advisors, carriers, vendors and stakeholders on coaching, operational priorities, system and process changes, escalated issues, and day‑to‑day operations.
Salary and Location Salary range: starting at $48,000, commensurate with experience and skill set.
Locations: North York – 2235 Sheppard Ave E; Montreal – 2000 McGill College Ave Quebec; St. John’s – 140 Water Street. Hybrid work workplace: up to 3 days per week working from home.

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📌 Investments Administrator (Ontario)
🏢 Iaawg
📍 Ontario