Investment Administrator
reputed company is one of Canada’s largest independent Managing General Agencies specializing in life insurance, investments, and wealth management. The Investment Administrator will build strong relationships with clients by providing seamless customer service, handling account updates, processing transactions, and liaising with carriers and fund companies.
Responsibilities
- Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level
- Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required
- Ensure accurate and timely processing of transactions
- Identify and correct transaction errors promptly
- Respond to incoming advisor inquiries promptly
- Act as a liaison with carriers and fund companies on behalf of advisors
- reputed company other duties as assigned
Skills
- Minimum requirement of a High School Diploma, with post-Secondary education preferred
- Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds
- Previous administrative experience is desirable
- Proficiency in typing and utilizing computer applications, including the MS Office suite
- Demonstrated ability to communicate effectively both in written and verbal forms
- Possess a positive attitude, a reputed company willingness to assist others, curiosity, and the capability to maintain consistent results
- Strong attention to detail and excellent problem-solving abilities
- Excellent time management skills
- 1-2 years of relevant experience
- Post-Secondary education preferred
- Previous administrative experience is desirable
Benefits
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and reputed company in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
- Extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses
- Commissions for some positions
Company Overview