Investments Administrator

Randstad Canada; Hamilton; On-site; CAD 50,000 - 65,000; Full time

Job summary

A vibrant organization in the financial services industry seeks an Investment Administrator. The role involves administrative tasks, data management, and ensuring efficient processing of investment applications. Ideal candidates will possess a strong attention to detail, customer service experience, and a background in investment administration.

Benefits

Employer paid benefits (75%)

2-3 weeks vacation time available after probation

Cross-training opportunities

Energetic team atmosphere

Qualifications

• Experience in investment administration supporting financial advisors or brokers.
• Demonstrable customer service and processing-related experience.
• Strong knowledge of Office 365 and back-office investment systems.

Responsibilities

• Handle transfer of investment applications and trades.
• Set up new clients and ensure document accuracy.
• Act as liaison between advisors and financial institutions.

Skills

Customer Service

Attention to Detail

Time Management

Communication Skills

Education

Bachelor's Degree or College Diploma

Tools

Office 365

WealthServ

Job description

Are you an individual with administrative experience who is looking for a job in the financial services industry? Would you be interested in working for a vibrant team and an organization that offers room for growth? Do you live near Hamilton and seeking full-time direct hire employment? If you consider yourself to be an energetic and detail-oriented individual, we want to hear from you!

We are working with a growing organization within the financial services sector. This company is looking for an eager individual to join their team as an Investment Administrator. The ideal candidate will showcase outstanding customer service, have experience with meticulous data management, direct experience in an investment administration capacity, and a proven track record of supporting financial advisors or brokers. They will thrive in a fast-paced environment and have a very strong aptitude for attention to detail and time management. You will play a pivotal role in ensuring efficient processing of various tasks related to investment applications, transactions, and client inquiries.

Advantages

• Located conveniently near a major highway
• 50,000-65,000 annually depending on experience
• Monday – Friday
• Employer paid benefits (75%)
• 2-3 weeks vacation time available after probationary period (negotiable)
• Growing company with room for growth
• Cross- training opportunities
• One dream one team mentality”
• Personable manager with open door policy
• Great work culture and energetic team

Responsibilities

• Processing and handling transfer of electronic and paper investment applications, NIGO notices, and trades
• Using internal systems to set up new clients and accounts, ensuring accuracy in relevant documents
• Acting as a prompt liaison between advisors, assistants, and relevant financial institutions / product providers
• Addressing questions, concerns, and follow-ups on processing-related documents
• Handling incoming calls through reception and directing them to the appropriate department / team member as required
• Overseeing the management and verification of transaction data to initiate commission payments, verifying payment details and contractual agreements and expectations

Qualifications

• Bachelor's degree or College Diploma and / or equivalent experience in the financial services industry
• Demonstrable experience working in an investment administration role, directly supporting financial advisors or brokers
• Strong knowledge of Office 365 suite
• Proven experience in customer service and processing-related tasks within an investment context
• Familiarity with back-office investment systems, particularly WealthServ, is advantageous
• Excellent verbal and written communication skills in English
• Strong attention to detail and time management abilities

Summary

If you are a self-motivated individual with a passion for providing top-notch customer service, relevant experience in investment administration, and enjoy working in a dynamic team environment, we encourage you to apply for this exciting opportunity.

How to Apply?

1) Apply online at Randstad.ca today (Reference # : 997OSNKSTFEN)

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary / gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to [emailprotected] to ensure their ability to fully participate in the interview process.

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