Investment Administrator

Westboro Mortgage Investment Corp.; Ottawa; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Ottawa is seeking an experienced Investment Administrator to support their Finance team and ensure accurate investor relations and compliance filings. The successful candidate will have a background in financial transaction processing and excellent communication skills. This full-time role offers a hybrid work environment with competitive compensation and career development opportunities.

Benefits

Competitive compensation

Benefit plan

Career development potential

Qualifications

• Minimum of 4 years experience in financial and investor transaction processing.
• Experience in Mortgage lending is an asset.

Responsibilities

• Manage pipeline of new purchases and review investor sub-agreements.
• Prepare monthly reports to trustees, investors, and advisors.
• Prepare compliance filings with the Ontario Securities Commission.
• Enter and review investor purchases in Exempt Market Dealer software.
• Communicate with investors and advisors to assist inquiries.

Skills

Customer service

Analytical skills

Communication

Organizational skills

Problem-solving

Team player

Education

Post-secondary diploma or degree in Commerce or Business Administration

Job description

Overview

We are seeking a talented Investment Administrator to work in our Ottawa head office on a hybrid basis. The primary purpose of this position is to provide support to the Finance team and the Vice-President Sales – Funds with investor-related tasks and filings. Reporting to the Senior Controller, the Investment Administrator will be responsible for investor-related reporting, regulatory filings, reviewing subscription agreements, and maintaining accurate records in our Exempt Market Dealer software.

Responsibilities

• Manage pipeline of new purchases and review direct and indirect investor sub-agreements to ensure completeness and accuracy.
• Prepare monthly reports to trustees, investors, and advisors.
• Prepare compliance filings with the Ontario Securities Commission and other regulatory bodies.
• Enter and review investor purchases and redemptions in Exempt Market Dealer software.
• Effectively communicate with investors, advisors, and other parties to assist inquiries as needed.
• General administrative duties such as saving documents, relevant investor information, and account changes.
• Manage inbound and outbound calls and emails.
• Other duties as assigned.

Qualifications

• Minimum of 4 years experience in financial / investor transaction processing and related customer service.
• A post-secondary diploma / degree ideally in Commerce, Business Administration or related experience required.
• Excellent analytical, communication and organizational skills.
• Problem solver with an ability to multi-task.
• Team player with a positive approach to collaborate with colleagues, open to taking additional tasks to support the vision to achieve overall corporate goals and objectives.
• Experience in Mortgage lending is an asset.

Benefits and Company Information

We offer an excellent work environment with like-minded professionals, competitive compensation which includes a benefit plan and excellent career development potential. We are committed to promoting accessible recruitment as outlined in the Accessibility for Ontarians with Disabilities Act. We will attempt to accommodate persons with a disability in an appropriate and effective manner throughout all stages of the recruitment process. Accommodations will be provided upon request.

Job Details

• Seniority level : Mid-Senior level
• Employment type : Full-time
• Job function : Finance and Sales

We are looking forward to reviewing your application.

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