Investments & Insurance Processing Administrator
7 days ago
Investments & Insurance Processing Administrator
Who We are Looking For
About the Role
- Minimum of two years experience in processing a variety of insurance and investment products
- Knowledge of mutual funds, segregated funds, investment products and life insurance products
- Excellent computer skills with demonstrated proficiency in a variety of computer software programs including Microsoft Word, Excel, Outlook as well as Dataphile, Wealthserve and Fundserv
- Detail oriented with exceptional organizational skills
- Ability to prioritise workload and meet stated deadlines
- Mutual Fund Registration an asset
- MFDA or CSC
Responsibilities
- Review all submitted trade paperwork such as purchases, redemptions, switches, transfers, systematic plans and nonfinancial requirements for proper documentation and authorization
- File or submit paperwork to Compliance
- Review and administer various projects and internal reports
Join a Network that's Invested in You
We are a growing, dynamic network of 1500 independent advisors where our focus is wealth management.
Backed by the strength and reputation of Desjardins, North America's leading financial cooperative, DFSIN opens the door to exciting opportunities to help unleash your potential.
- We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer._
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