Investment Administrator – Financial ServicesFinancial Services Office – Tecumseh, ONSalary: $55,000 – $65,000 + performance bonusJob Type: Full-time, In-personAbout UsWe are a growing financial planning firm specializing in mutual funds, retirement planning, and insurance solutions. We are committed to delivering exceptional client service and thoughtful financial guidance that helps individuals and families achieve long-term success.What You’ll Be DoingClient Service & Meeting SupportCoordinate and schedule client meetings and portfolio reviewsPrepare meeting packages, trade forms, applications, and compliance documentationCommunicate professionally with clients via phone and emailFollow up on outstanding client requests and required paperworkTrade & Account AdministrationAccurately enter client information and investment transactions into internal systemsProcess trade orders and ensure all documentation is completeSubmit trade confirmations and fund transfers to investment companiesTrack pending transactions and resolve discrepancies promptlyDocument Management & ComplianceOrganize and maintain digital and physical client filesScan, index,



and store compliance materials in accordance with CIRO requirementsMaintain audit‑ready records and internal tracking listsEnsure all paperwork meets regulatory and firm standardsOffice & Advisor SupportAssist advisors with administrative projects and client correspondenceMaintain workflow lists and internal task managementSupport day‑to‑day office operations to ensure a smooth client experienceTechnology You’ll UseMicrosoft 365 (Word, Excel, Outlook, Teams)NaviPlan – financial planning softwareMorningstar Advisor Workstation – investment research and portfolio toolsMicrosoft Dynamics CRM – client managementInvestment dealer and fund company platformsWhat We’re Looking ForRequired Skills & ExperienceStrong proficiency in Microsoft Word, Excel, and OutlookExcellent written and verbal English communicationExceptional attention to detail and accuracyAbility to manage multiple priorities in a fast‑paced environmentSkilled, discreet, and trustworthy with confidential informationPreferred (Assets)Experience in financial services, insurance, or investment administrationFamiliarity with mutual fund paperwork and compliance processesPrevious administrative or client service experiencePersonal Qualities That MatterOrganized and process‑drivenReliable and accountableCalm under pressureClient‑first mindsetStrong sense of responsibility and initiativeCompensation & BenefitsSalary: $55,000 – $65,000 plus performance bonusPaid vacation and career development supportEducation and licensing supportOn‑site parkingLocationTecumseh, ON N8N 4W5 – reliable commute requiredWork Setting: In personLanguage: English (required)Application ProcessResumes will be reviewed beginning June 1, 2026. Only candidates selected for an interview will be contacted.#J-18808-Ljbffr

📌 Investment Administrator (Tecumseh) - C$55,000 - C$65,000 A Year (Winnipeg)
🏢 Financial Planning Firm
📍 Winnipeg