Take your career to the next level as an Investments Administrator, supporting the processing of investment products in a hybrid work setting. Focus on customer service while maintaining compliance.
With a minimum of two years in the investment field, this role is perfect for individuals robust in organizational skills and data precision. Responsibilities include facilitating fund trading, managing client accounts, and directly supporting advisors with necessary follow-ups on documentation. Your role will be pivotal in ensuring operational efficiency.
Key Responsibilities:
• Process segregated funds and investment products
• Track transfers and maintain data quality
• Communicate with advisors about missing or unclear information
• Resolve complaints and issues proactively
• Assist in establishing new client accounts
Requirements:
• At least 2 years’ experience in investment industry
• Preferred industry certifications (FLMI, ACS, AIAA)
• Strong attention to detail and accuracy
• Excellent verbal and written communication skills
• Proficient in English and French
Leverage your expertise in investment administration to make an impact at our esteemed organization.
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📌 Investments Support Administrator Position (Toronto)
🏢 Iaawg
📍 Toronto