Facilitate the processing of segregated funds, GICs and other investment productsAssume ownership of assigned files and quality of dataTrack and follow-up on pending transfers with carriersPerform immediate follow-up with advisors regarding missing informationEffectively resolve any issues, questions or complaints as they pertain to investmentsEstablish and facilitate new client accounts within the WealthServ Investment SystemManage incoming and outgoing Investments mailRequirementsA minimum of 2 years' experience in the investment industryIndustry designations (FLMI, ACS, AIAA) desirableSuperior organizational and time management skillsProven accuracy, attention to detail and data entry skillsExcellent written and verbal communication skillsStrong interpersonal skillsAbility to represent self and organization in a skilled mannerAbility to handle sensitive and confidential information professionallyKnowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel,



PowerPointAdvanced level of the English and French language required.Core CompetenciesDemonstrates expertise in managing investment products and client accounts, with a strong focus on data accuracy and effective communication. Proficient in handling sensitive information and resolving client inquiries within the investment industry.Highest-signal resume keywordsInvestment Industry ExperienceWealthServ Investment SystemData Entry SkillsBilingual Communication (English and French)Organizational SkillsATS Optimization KeywordsHard SkillsData AccuracyInvestment ProcessingFile ManagementClient Account ManagementFollow-Up SkillsSoft SkillsInterpersonal SkillsTime ManagementProfessional RepresentationProblem-SolvingCommunication SkillsCertifications & QualificationsFLMIACSAIAAIndustry KeywordsSegregated FundsGICsInvestment ProductsClient AccountsConfidential InformationTools & TechnologiesWealthServMicrosoft OfficeOutlookWordExcelPowerPoint#J-18808-Ljbffr

📌 Administrative Role In Investments Ppi - C$48,000 A Year (Winnipeg)
🏢 iA Financial
📍 Winnipeg