Reporting to the Manager, Investment Administration, the Investment Administrator works in a fast-paced environment and is responsible for processing segregated fund trades and performing a variety of administrative tasks within the department. The ideal candidate is highly motivated, detail-oriented, and committed to accuracy. This role requires robust analytical and research abilities, as well as the initiative to proactively identify and resolve issues.

RESPONSIBILITIES

Executing segregated fund trades with accuracy and efficiency;

Opening new accounts for Segregated Funds, Annuities, and Guaranteed Investment Accounts (GIAs);

Delivering timely and accurate annuity quotes upon request;

Tracking, monitoring, and proactively follow up on pending transfers and trades;

Preparing, completing, and distributing investment applications and related documentation;

Producing assigned reports and carry out administrative tasks as directed by the Manager, Investment Administration;

Communicating professionally and build strong, service-focused relationships with advisors; and

Reviewing and resolving daily transaction exceptions to ensure processing accuracy.

QUALIFICATIONS





Post-secondary education

1-2 years similar experience within the investment industry an asset

Strong knowledge of Microsoft Office and Outlook

Strong customer focus, service orientation and professional acumen

Excellent communication, organizational and listening skills

Dedicated team player with the ability to take the initiative and be independent

Knowledge of Wealthserv an asset

COMPENSATION
Commensurate with experience

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavor to provide reasonable accommodation to people with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

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📌 Investment Administrator (British Columbia)
🏢 IDC Worldsource Insurance Network
📍 British Columbia