Join the investment sector as a Bilingual Investments Administrator, managing client accounts and ensuring data accuracy. Proficiency in both English and French is essential for this role.

As an Investments Administrator, facilitate the processing of investment products like GICs and segregated funds. You will assume ownership for quality data management and effectively resolve client inquiries. Solid organizational skills and time management are crucial for handling investment mail and account setups.

Key Responsibilities:
• Process investment products reliably and efficiently
• Assume ownership of assigned files ensuring data quality
• Track pending transfers and follow up actively
• Address missing information with advisors promptly




• Manage incoming and outgoing mail related to investments

Requirements:
• At least 2 years of experience in the investment industry
• Desirable industry designations (FLMI, ACS, AIAA)
• Bilingual communication skills in English and French
• Knowledge of WealthServ and Microsoft Office is essential
• Strong interpersonal and professional representation skills

Utilize your investment industry expertise and bilingual capabilities to enhance client experience and streamline administrative processes.
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📌 Bilingual Investments Administrator Role (Ontario)
🏢 Jobtailor
📍 Ontario