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
Solid attention to detail in data management Bring your investment processing expertise and bilingual communication skills to drive excellence in client account management.

📌 Investment Administrator With Bilingual Skills Toronto (Canada)
🏢 Jobtailor
📍 Canada