Investment Administrator

4 weeks ago

Vancouver, Canada Worldsource Wealth Management Inc. Full time

Direct message the job poster from IDC Worldsource Insurance Network Inc.

Reporting to the Manager, Investment Administration and working in a fast-paced environment, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative requirements within the Investment Administration area. This highly motivated and energetic candidate must have a keen eye for detail and a penchant for accuracy. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner.

ESSENTIAL FUNCTIONS:

  • Placing segregated fund trades;
  • Establishing new accounts;
  • Tracking and following-up on pending transfers;
  • Maintaining supplies for investment applications and forms; and
  • Completing reports and functions as assigned by the Manager, Investment Administration.

JOB SPECIFICATIONS:

  • Post-secondary education
  • 1 –2 years similar experience within the investment industry an asset
  • Strong knowledge of Microsoft Office and Outlook
  • Strong customer focus, service orientation and professional acumen
  • Excellent communication, organizational and listening skills
  • Dedicated team player with the ability to take the initiative and be independent
  • Knowledge of Wealthserv Insurance and Investment an asset

COMPENSATION:

The salary range for this position is $25 to $27 per hour, commensurate with experience.

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates,

including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Contract
Job function
  • Job function Finance
  • Industries Insurance

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