Become a Case Coordinator, Investments with STRIVE in Longueuil, QC, with a hybrid work schedule. This detail-oriented role is essential for processing mutual fund transactions and supporting financial advisors.
As an Investment Specialist, you will efficiently handle documentation and transactions related to mutual funds and segregated funds. Ideal candidates possess experience in financial services and are adept at resolving NIGO issues while communicating effectively with stakeholders. Strong organizational skills will be key in managing multiple cases in this quick-paced environment.
Key Responsibilities:
• Process transactions for mutual and segregated funds
• Review documents for accuracy and completeness




• Resolve NIGO issues promptly for smooth operations
• Liaise with financial advisors and investment partners
• Maintain accurate client information in systems
Requirements:
• 1+ year experience in financial services
• Data entry expertise in banking or investments
• Knowledge of mutual and segregated funds preferred
• Bilingual in French and English is strongly preferred
• Strong attention to detail and communication skills
Leverage your financial service knowledge to advance your career as a Case Coordinator at STRIVE.
#J-18808-Ljbffr

📌 Investment Specialist Case Coordinator Hybrid (Longueuil)
🏢 STRIVE Recruitment
📍 Longueuil