Advance your investment career as an Investments Administrator focusing on data accuracy and client services. This role involves processing various investment products and requires bilingual proficiency.

The Investments Administrator will handle the processing of segregated funds, GICs, and maintain high data quality for assigned files. You will track transfers and effectively manage client communications. Requires excellent organizational skills and professionalism in dealing with sensitive information and inquiries.

Key Responsibilities:
• Process segregated funds and GICs expertly
• Track pending transfers ensuring timely follow-ups
• Communicate with advisors regarding missing information




• Resolve client issues and complaints quickly
• Manage all incoming and outgoing investments mail

Requirements:
• Over 2 years of experience in the investment sector
• Relevant designations preferred (FLMI, ACS, AIAA)
• Advanced proficiency in English and French required
• Solid knowledge of WealthServ and Microsoft Office
• Exceptional attention to detail and accuracy

Master client account management and investment processing with your expertise in the investment industry.
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📌 Experienced Investments Administrator Available (Ontario)
🏢 Jobtailor
📍 Ontario