Investments Support Administrator Position Toronto

Investments Support Administrator Position Toronto

25 Aug
|
Iaawg
|
Toronto

25 Aug

Iaawg

Toronto

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 solid 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 recent client accounts Requirements:
At least 2 years’ experience in investment industry
Preferred industry certifications (FLMI, ACS, AIAA)
Solid 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.

📌 Investments Support Administrator Position Toronto
🏢 Iaawg
📍 Toronto

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