Investor Relations Admin | Flexible Hours & Growth

The Citco Group Limited

Toronto

Hybrid

CAD 50,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Flexible working arrangements

Job summary

The Citco Group Limited is seeking a Client Services professional in the Toronto area to support fund administration and investor relations activities. You will review subscription agreements, coordinate with investors, and maintain records across funds.

The role emphasizes strong MS Office skills, Excel proficiency, and knowledge of hedge funds or mutual funds. Prior transfer agency experience is a plus, with flexible working arrangements offered.

Qualifications

  • Post-secondary education is required.
  • 1–3 years in Client Services is ideal.
  • MS Office suite and Excel proficiency needed.
  • Knowledge of hedge or mutual funds is advantageous.
  • Experience in Investor Relations and transfer agency is preferred.

Responsibilities

  • Review subscription agreements.
  • Follow up with investors on missing documentation.
  • Maintain electronic and physical investor records.
  • Maintain bank accounts for funds assigned.
  • Prepare and review daily and weekly performance releases.
  • Produce investor statements and correspondence.
  • Assist with Fund Manager and investor calls/emails.
  • Assist with various projects as assigned.

Skills

Client Services
Investor relations
Knowledge of hedge/mutual funds
MS Office proficiency
Excel skills

Education

Post-secondary education

Tools

MS Office
Excel

Job description

The Citco Group Limited is seeking a Client Services professional in the Toronto area to support fund administration and investor relations activities. You will review subscription agreements, coordinate with investors, and maintain records across funds.

The role emphasizes strong MS Office skills, Excel proficiency, and knowledge of hedge funds or mutual funds. Prior transfer agency experience is a plus, with flexible working arrangements offered.

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