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Investment Services Administrator

4 months ago

Hamilton ON, Canada The Vantage Talent Group Full time

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 experience

2+ years of experience in client services

Strong attention to detail and the ability to recognize risk to the firm

Ability to set and achieve goals, and work independently

Strong communication / interpersonal skills

Knowledge of back-office functionalities

Ability to adapt to a changing environment and duties, dependent on current situations and directives from management

Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards

College Diploma/University Degree