Investments Administrator

• Facilitate the processing of segregated funds, GICs and other investment products
• Assume ownership of assigned files and quality of data
• Track and follow-up on pending transfers with carriers
• Perform immediate follow-up with advisors regarding missing information
• Effectively resolve any issues, questions or complaints as they pertain to investments
• Establish and facilitate new client accounts within the Wealth Serv Investment System
• Manage incoming and outgoing Investments mail

• A minimum of 2 years' experience in the investment industry
• Industry designations (FLMI, ACS, AIAA) desirable
• Superior organizational and time management skills
• Proven accuracy, attention to detail and data entry skills
  
  Excellent written and verbal communication skills
• Strong interpersonal skills
• Ability to represent self and organization in a professional manner
• Ability to handle sensitive and confidential information professionally
• Knowledge of Wealth Serv and Microsoft Office programs;
  Outlook, Word, Excel, Power Point
• Advanced level of the English and French language required.

Demonstrates 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.

• Investment Industry Experience
• Wealth Serv Investment System
• Data Entry Skills
• Bilingual Communication (English and French)
• Organizational Skills

• Data Accuracy
• Investment Processing
• File Management
• Client Account Management
• Follow-Up Skills

• Interpersonal Skills
• Time Management
• Professional Representation
• Problem-Solving
• Communication Skills

• FLMI
• ACS
• AIAA

• Segregated Funds
• GICs
• Investment Products
• Client Accounts
• Confidential Information

• Wealth Serv
• Microsoft Office
• Outlook
• Word
• Excel
• Power Point