Investment Specialist

IDC Worldsource Insurance Network Inc.; Vancouver; On-site; CAD 45,000 - 65,000; Full time

Job summary

An established industry player is seeking a detail-oriented Investment Administrator to thrive in a dynamic finance environment. This role involves placing segregated fund trades, establishing new accounts, and ensuring smooth administrative operations. The ideal candidate will possess strong communication and organizational skills, along with a proactive approach to resolving issues. Join a team that values customer focus and professional acumen, all while contributing to a company that prioritizes accessibility and equal opportunity for all candidates. If you have a passion for finance and a drive to excel, this opportunity is perfect for you.

Qualifications

• 1-2 years of experience in the investment industry is an asset.
• Strong knowledge of Microsoft Office and excellent communication skills.

Responsibilities

• Placing segregated fund trades and establishing new accounts.
• Tracking pending transfers and maintaining investment application supplies.

Skills

Customer Focus

Communication Skills

Organizational Skills

Initiative

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Wealthserv

Job description

Reporting to the Manager, Investment Administration and working in a fast-paced environment, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative requirements within the Investment Administration area. This highly motivated and energetic candidate must have a keen eye for detail and a penchant for accuracy. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner.

RESPONSIBILITIES:

• Placing segregated fund trades;
• Establishing new accounts;
• Tracking and following-up on pending transfers;
• Maintaining supplies for investment applications and forms;
• Completing reports and functions as assigned by the Manager, Investment Administration.

QUALIFICATIONS:

• Post-secondary education;
• 1 – 2 years similar experience within the investment industry an asset;
• Strong knowledge of Microsoft Office and Outlook;
• Strong customer focus, service orientation and professional acumen;
• Excellent communication, organizational and listening skills;
• Dedicated team player with the ability to take the initiative and be independent;
• Knowledge of Wealthserv an asset.

COMPENSATION:

Commensurate with experience.

If you are interested in applying for this position, please forward a cover letter and resume in confidence to [e-mail].

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Insurance