Investment & Insurance Processing Administrator

1 week ago


London, Ontario, Canada Desjardins Financial Security Full time

Let's talk. It's an exciting time to join us


Our London office at Desjardins Financial Security Independent Network is growing and we're looking for a highly organized, motivated individual to join our team.

Backed by a multi-billion-dollar organization, we'll help you build an incredible career with us. This full time is available immediately and offers a competitive salary based on experience.

If you have at least four of the following attributes, there's a good chance we'll want to meet you

  • Highly organized
  • Team focused
  • Great communicator
  • Keen problem solver
  • Dependable
  • Very detail oriented
  • Accountable

A bit more about the opportunity

  • Assist administrative staff in the daily processing of investment transactions for our advisors
  • Opening new client accounts and processing purchases, redemptions & transfers
  • Provide ongoing customer service to the entire DFS & DFSIN client base and advisors
- ensuring all inquiries are completed in a timely manner and follow through to completion

  • Communicate with managing director and advisors on issues as they arise
  • Observe and report security/compliance issues to the managing director

What we'll provide you (included when you join us)

  • A challenging, fast paced professional environment to grow and learn in
  • Independence to exercise sound judgment in responding to advisor inquiries
  • An environment where your ability to prioritize, multitask and organize are rewarded
  • Encouragement to utilize your excellent problemsolving & decisionmaking skills
  • Great compensation and an amazing team to be a part of

What you're bringing to the interview

  • Meticulous attention to detail
  • Strong interpersonal skills and ability to deal effectively with a variety of personalities
  • Excellent written communication skills and telephone skills
  • Experience in life insurance & investment processing
  • Not mandatory, but definite assets would include knowledge of Dataphile, experience within financial services and/or completion of LLQP, CSC or Mutual Funds courses
We thank all applicants for their interest, but only those selected for an interview will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

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