Case Coordinator, Investments (Investment Specialist)
Longueuil, QC – Hybrid
$50,000–$60,000/year
ABOUT US
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.

THE ROLE
Our client is seeking a highly organized and detail-oriented Case Coordinator, Investments (Investment Specialist) to join their growing team. In this role, you will be a key link between financial advisors and investment carriers, supporting the end-to-end administration and processing of mutual fund and segregated fund business.

You will be responsible for reviewing applications and documentation, processing investment transactions, resolving NIGO (Not In Good Order) issues, and providing responsive support to advisors and carrier partners. This is an excellent opportunity for someone with financial services experience who enjoys a fast-paced, detail-oriented environment and wants to build their career within wealth management and investment operations.

This is a hybrid position , with 2 days in the office and 3 days remote . The required in-office days are Wednesday and Thursday .

The team operates Monday to Friday from 8:30 AM to 4:30 PM . The hiring process is moving quickly, with the goal of filling the position as soon as possible.

ADVANTAGES

Salary of $50,000–$60,000/year

Hybrid work schedule – 2 days in office / 3 days remote

Monday to Friday, 8:30 AM–4:30 PM

Comprehensive benefits package

RRSP matching program starting in January

Opportunity to develop your career in investment and wealth management operations

Work closely with financial advisors, investment carriers, and industry professionals

RESPONSIBILITIES





Process mutual fund and segregated fund transactions, including new accounts, purchases, redemptions, switches, and transfers

Process registered and non-registered accounts, including RRSP, TFSA, and Non-Registered accounts

Review applications and documentation for completeness and accuracy

Identify and resolve NIGO (Not In Good Order) issues to prevent processing delays

Communicate with financial advisors regarding case status, documentation requirements, and processing updates

Liaise with investment fund companies, insurance carriers, and other external partners

Track transfers and outstanding cases and follow up on delayed or complex files

Maintain accurate client and account information within back-office systems

Ensure compliance and regulatory documentation is properly completed and maintained

Troubleshoot administrative issues and identify solutions for advisors

Maintain a high level of accuracy and organization while managing multiple cases and deadlines

REQUIREMENTS

1+ year of experience within the financial services industry ; entry-level candidates with relevant industry knowledge may also be considered

Experience with data entry and administrative processing within financial services, banking, insurance, investments, or wealth management

Robust understanding of financial services operations and documentation

Knowledge of mutual funds and/or segregated funds is strongly preferred

Strong attention to detail and accuracy when reviewing documentation and entering data

Excellent organizational and time-management skills

Strong communication and problem-solving abilities

Bilingual French and English is strongly preferred/ideally required

Experience with financial services back-office systems is an asset

Univeris, Dataphile, or Virtgate experience is an asset

IFIC or CSC certification is an asset but not required

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📌 Case Coordinator - Investment (Quebec City)
🏢 STRIVE Recruitment
📍 Quebec City