Investment Services Administrator
4 weeks ago
Our dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in the financial service industry while working in a flexible, fun, professional environment. Exceptional client service, effective problem resolution and attention to detail are crucial to your success in this role. The ideal candidate will possess the ability to maximize productivity independently as well as on a team level.The ability to thrive in a fast-paced environment while providing outstanding professional and friendly client service is a requirement. Strong communication (written and verbal) and computer navigation skills are essential to the role.In this role you will:Process segregated and mutual fund investment transactions.Communicate clearly, concisely, to provide accurate information to clients, to ensure that every client experience is consistent with the firms service standards. Execute effective client solutions, while actively engaging in client inquiries, problem-solving and providing value-added client service. Ensuring the timely and prompt submission of client instructions and client follow-up.Answering service and trade related inquiries in a fast paced and dynamic contact centre environment. Inquiries come through various channels including telephone & email.Providing clients with added value solutions and spotting opportunities to strengthen client relationships by growing their business with our teams. Adhere to and promote processes that ensure the effective and compliant delivery of outstanding client service.Ensuring the timely escalation of issues/obstacles/trends to Branch Manager and/or applicable department contact as appropriate with recommendations and/or solutions.Minimize or reduce firms’ exposure to potential risk and harm by identifying and resolving trading discrepancies efficiently and accurately and able to request or process trade corrections with the approval of compliance or management.Developing familiarity in areas including anti-money laundering, anti-terrorist financing, privacy policies and laws.Adhering to and ensuring compliance with Know Your Client requirements.Other duties as assigned.Requirements:2+ years of industry experience2+ years of experience in client servicesStrong attention to detail and the ability to recognize risk to the firmAbility to set and achieve goals, and work independentlyStrong communication / interpersonal skills Knowledge of back-office functionalities Ability to adapt to a changing environment and duties, dependent on current situations and directives from managementExcellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standardsCollege Diploma/University Degree
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Investment Services Administrator
1 month ago
Hamilton, ON, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
1 month ago
Hamilton, ON, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
4 weeks ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer
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Investment Services Administrator
1 month ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
1 month ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
1 month ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors.We offer the opportunity to build experience and grow your career in the...
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Investment Services Administrator
1 month ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
4 weeks ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
1 month ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
1 month ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
1 month ago
Hamilton, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Services Administrator
1 month ago
Hamilton, Ontario, Ontario, Canada The Vantage Talent Group Full timeOur dynamic team is looking for a professional, efficient, and knowledgeable Investment Services Administrator to assist in the performance in operating the Investment Services Division by providing administrative support and high-quality client service to Independent Financial Advisors. We offer the opportunity to build experience and grow your career in...
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Investment Counselor
6 days ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
11 hours ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
3 weeks ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
4 weeks ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
5 hours ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...
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Investment Counselor
3 weeks ago
Toronto, ON, Canada BlueSky Investment Counsel Full timeCompany Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This...
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Hamilton, Canada Scotiabank Full timeRequisition ID: 189163 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** As a Scotiabank Investment Specialist Administrative Assistant, you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships...
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TruStone Investment Administrator
11 hours ago
Mississauga, ON, Canada Empire Life Full timeTruStone Investment AdministratorLocation: In-Office, MississaugaTruStone is looking to hire an Investment Administrator to join our TruStone Financial team!Reporting to the Investment Manager, the Investment Administrator provides optimal support to clients with their investment inforce and new business processing.About usTruStone Financial Inc. (TSF), is...
