Investment Services Specialist

Administration & Executive Assistance; Vancouver; On-site; CAD 54,000 - 70,000; Full time

Job summary

A reputable real estate finance firm in Vancouver seeks an Investment Services Specialist to join their team. The role offers diverse administrative tasks, including managing account transactions and communicating with investors. Candidates should possess strong attention to detail, adaptability, and relevant experience in the financial services sector.

Benefits

Daily lunch provided

Health, dental, and vision benefits

Paid vacation

Professional development support

Qualifications

• 2+ years of relevant experience in investment services/wealth management.
• Experience in administration in a relevant environment.
• Advanced proficiency in Excel, Outlook, and Word.

Responsibilities

• Process account transactions and changes.
• Liaise with investors over phone and email.
• Prepare documents and distribute statements.

Skills

Adaptability

Attention to Detail

Organization

Multi-tasking

Communication

Education

Post-secondary education in relevant field

Tools

Excel

Outlook

Word

QuickBooks

Job description

Successful real estate finance and investment services firm with a great corporate culture! The team is fun-loving, tight-knit, friendly, and collaborative. SWIM has placed 9 people at this firm over the years with very positive feedback. We are looking for an Investment Services Specialist who wants to do good work for good people, and to grow over the years with a stable, successful, and reputable Canadian organization. Candidates must have relevant work experience in an investment services / wealth management firm.

Who- the Company :

A very stable and successful real estate finance company (property management, mortgages, real estate investments, etc.) that has been around for over 20 years. Approximately 25 people work at the company. SWIM has placed several people at this firm with very positive feedback.

What- the Role :

Our client is seeking a new Specialist to join their Investment Services team. Responsibilities are very diverse and include processing account transactions, making account changes, setting up new accounts, preparing documents, liaising with transfer agents, communicating with investors (mostly over phone and email, occasionally in-person), responding to questions from investors, distributing statements, etc. Processing plan transactions and accounting transactions, including share purchases, share redemptions, share transfers, account changes, contributions, withdrawals, share purchases and redemptions, transfers in & out, RRSP to RRIF conversions, quarterly DRIP and cash dividends, etc. SWIM will provide interested candidates with a thorough job description.

Who- the Candidate :

Qualified candidates will have ~2 years of relevant experience working in an investment services / wealth management firm . We are seeking someone who is adaptable, friendly, and who enjoys variety in their administrative work.

• 4+ years relevant work experience, including 18+ months working in administration in a relevant investment services / wealth management firm, or at a bank on the investment side of the business
• Relevant post-secondary education highly preferred, but not required
• Advanced proficiency in Excel, Outlook, and Word
• Detail-oriented, accurate, efficient, and organized
• Ability to multi-task in a fast-paced work environment
• Systems :

Proficient in Excel.

• Experience using any of the following is beneficial but not required as training will be provided : Exempt Edge, Issuer Edge, RPM, SEDAR+, QuickBooks, and Mortgage Automator

Why :

This is a diverse administrative role that will enable you to work for an interesting, stable, and reputable organization. Great opportunity to touch upon a variety of responsibilities and to really feel part of a tight-knit and friendly team. Opportunity for long-term growth and to take on more and more complex responsibilities over the years.

Where :

Downtown Vancouver, BC in a beautiful corporate office. Very transit-accessible. A BIG perk is that the company buys lunch for all employees every day- yum yum!

How Much :

Base salary is commensurate with experience- the full range is $54,000 to $70,000, but please note that to get to the high end of the range candidates will have to have several years of very relevant work experience. Please discuss your total compensation expectations with SWIM. Plus : health / dental / vision / paramedical benefits, paid vacation and a few bonus days off around Christmas, professional development support, etc.

When & How to Apply :

If you are qualified for, and interested in, this administrative opportunity with a well-established and reputable company, please do not delay in applying as this search is moving quickly! If you already have a Recruiter at SWIM, please reach out to that Consultant directly. If you do not yet have a contact at Swim Recruiting, please hit ' APPLY NOW' and send us your resume ( preferably in MS Word format as it works best with SWIM’s internal systems ). Thank you!

Apply Now

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