Investments Administrator

Elevate your career as an Investments Administrator with a leading Canadian client based in Winnipeg. Enjoy a flexible schedule and great benefits in this permanent position.

Staffinity is looking for an experienced Investments Administrator to join a dynamic team. This role involves aiding in the processing of investment products, managing files, and tracking outstanding issues. You'll also follow up with advisors for missing information and input new client accounts into the system.

Key Responsibilities:

• Aid in processing investment products efficiently

• Manage assigned files and track outstanding issues

• Follow up with advisors about necessary information

• Input new client accounts into the system

• Manage incoming and outgoing investment mail

Requirements:

• 2+ years of experience in investment industry

• Relevant industry designations preferred (FLMI, ACS, AIAA)

• Strong time management and attention to detail

• Excellent written and verbal communication skills

• Knowledge of Wealth Serv and Microsoft Office Suite

Utilize your investment knowledge and administrative skills to support our client and enhance your career.
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