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. Robust 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
Solid interpersonal and qualified representation skills Utilize your investment industry expertise and bilingual capabilities to enhance client experience and streamline administrative processes.

📌 Bilingual Investments Administrator Role Toronto
🏢 Jobtailor
📍 Toronto