Investment Administrator

4 months ago

Woodbridge, Canada The BridgGroup of Companies Full time

The Bridg Group of Companies (TBGOC) has been in business for over 19+ years and provides exceptional consumer services in the Financial and Real Estate world.

Our mission is to change lives one client at a time and to be the home of all your financial needs

We aim to foster a culture of caring and accountability. Caring for our clients and employees in a team working environment. As a company we focus on working on diversified services that allow each client to reach their financial goals. But we also aim to ensure that our team experiences personal growth in their careers by offering ongoing training and development opportunities.

Are you a numbers driven individual with more than two years of experience as an Investment Administrator? Are you detail oriented, meticulous, and thorough? Are you looking to gain further experience within a sales environment? If you answered Yes to these questions then this you could be the right fit for the role

**Key Accountabilities**

**The Investment Administrator’s responsibilities will include but are not limited to;**
- Responsible for reaching daily administrative deadlines and ensuring compliance is completed on all investment & consulting files
- Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible
- Responsible for making sales calls for Investment Division, collecting all supporting documents for client investments
- Responsible for completing all investors forms, deposits and redemption requests
- Positive interaction and consistent commitment will be important in building credibility & rapport
- Ensure that current and potential investors are kept up to date regarding policy changes and the status of their portfolio(s)
- Responsible for doing all data entry for the investment division in our Customer Relationship Management database
- Verify information and uphold internal controls, ensure divisional databases are updated consistently
- Work closely with internal and external partners, supporting day-to-day operations and inquiries
- Manage incoming and outgoing Investment’s mail to ensure all service standards are met
- Responsible for analysis and maintenance of all divisional financial data and accuracy of content (electronically and in the physical file)
- Maintain an open communication and a strong relationship with the trust company and lawyers
- Effectively resolve any issues, questions or complaints as they pertain to investments
- Ensure a high level of client satisfaction and a timely response to customer inquiries
- Keep abreast of all policies, laws, and procedural changes in the industry
- Responsible for weekly, monthly and yearly excel reporting and updating trackers
- Responsible to complete year end audit
- Assist in setting new sales meeting in calendar, shared drive & marketing packages for new prospects from new leads coming in from our Sales Team
- Must be willing and able to assist the Sales Manager with new Investment Workshops
- Must be available evening and/or weekends about 6 to 12 times in a year for shift changes in order to be present at Investment Workshops
- Mandatory attendance in Company Annual Events
- Other tasks/projects assigned

**Qualifications**:

- Must have minimum **2 years’ experience** in financial administration or related field
- Experience with Registered Investment Plans (RRSP, RIFS’, LIFS’s, LIRA, RESP, TFSA) will be considered an Asset
- Working with Olympia Trust and/or other Trust companies for documentation filing will be considered an Asset
- Post-secondary degree/diploma in a related field required preferably in Finance, Accounting or Investments would be considered an asset
- Experience in investment or banking industry and sales will be considered an asset
- Must be advanced in Excel and have the ability to work with numbers and data
- Ability to work well as a team player and independently; proactive and flexible; adaptable to change; comfortable working in a **fast-paced** environment and with multiple and shifting priorities
- Must have excellent auditing, financials, and decision makings skills
- Must be a great problem solver with all disputes and must find quick and cost-effective resolutions for the company
- Conducts oneself in a highly professional manner and operates with a high degree of discretion and confidentiality
- Has to be a great negotiator and be able to find solutions and options in the best interest of all parties
- **Must own a vehicle and have full access at all times**

**Benefits**:

- 10 Days Paid Vacation Days/Lieu Time
- 3 Paid Employee Sick Days
- Quarterly Bonuses
- Group Benefits
- Weekly ongoing Professional Development
- Employee Social Events
- Complimentary Monthly Friday Lunch
- Daily Snacks and Beverages
- Time off For Birthdays & Employee of the Month
- Summer Hours (1/2-day Fridays in July

  • Residential Property Administrator

    4 months ago

    Woodbridge, Canada Sorbara Group of Companies Full time

    Sorbara Group of Companies has been in the real estate business for over 80 years. With our experience, we have built an integrated real estate, planning, development construction, investment and management firm that delivers well-designed spaces in communities for people to live work and play. We are looking to add a Residential Property Administrator to...

  • Dealer Services Administrator

    3 months ago

    Woodbridge, Canada HUB International Full time

    Dealer Services Administrator - HUB Financial At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to...

  • Account Administrator

    2 months ago

    Woodbridge, Ontario, Canada BrokerLink Insurance Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...

  • Office Administrator

    4 months ago

    Woodbridge, Canada Sorbara Group of Companies Full time

    The Sorbara Group of Companies is a pioneering force in Ontario’s real estate industry. Having operated commercial, industrial, office and retail properties, managed residential rentals and built high-rise and low-rise communities for several decades, we have witnessed firsthand key changes in the Greater Toronto Area real estate market. This unparalleled...

  • New Business Administrator

    3 months ago

    Woodbridge, Canada HUB International Full time

    New Business Administrator - (Woodbridge - hybrid) Do you have a passion for service excellence with a keen attention to detail? Are you interested in learning more about the life insurance industry? If so, keep on reading! HUB Financial Inc. has an exciting opening for you! We have built a culture at HUB that is focused on helping our customers grow their...

  • Administrative Assistant

    4 months ago

    Woodbridge, Canada The BridgGroup of Companies Full time

    **About the BridgGroup of Companies**: The Bridg Group of Companies (TBGOC) is an up and coming, fast-growing, Financial Company offering an array of Financial & Real Estate Services. Our mission is to change lives one client at a time and to be the home of all your financial needs! We are looking for an _**Administrative Assistant **_seeking a new and...

  • Sales Resources Administrator

    4 months ago

    Woodbridge, Canada HUB International Full time

    Sales Resources Administrator ( Hybrid Work Schedule ) Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in our Woodbridge office for you! We have built a culture at HUB that is focused on helping our clients grow their...

  • Sales Resources Administrator

    4 months ago

    Woodbridge, Canada HUB International Full time

    Sales Resources Administrator ( Hybrid ) At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to...

  • Tire Service Administrator

    3 months ago

    Woodbridge, Canada YIT An Alta Company Full time

    Come work for the largest equipment dealer in North America! Are you a hardworking individual that thrives in a fast-paced environment and looking to take your career to the next level? If so, then come join our award-winning team! We provide our employees with the following tools and resources to be successful - Long term Disability insurance - Employee...

  • Administrative & Personal Assistant

    4 months ago

    Woodbridge, Canada The BridgGroup of Companies Full time

    We are looking for a mature, hard-working and cheerful Personal Assistant. As a positive, well-organized, enthusiastic professional, you will have the flexibility and skills to manage competing priorities. **Position**: Assistant to the President & Vice President **Compensation**: $40,000 - $55,000 **Expected Start Date**: As soon as possible (within 2...

  • SAP Basis Administrator

    1 day ago

    Woodbridge, Canada 407 ETR Full time

    Position Responsibilities: This SAP Basis position requires someone who can continuously enhance the bridge between our IT Shared Services and our IT Development groups.- Work with other IT teams, vendors and SAP support in investigating and resolving defects, incidents or problems related to SAP systems.- SAP operational system monitoring review daily on...

  • Assistant Controller

    4 months ago

    Woodbridge, Canada REVERSOMATIC MANUFACTURING LTD Full time

    Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 40 hours per week - Education: - Expérience: **Education**: - Bachelor's degree - or equivalent experience **Work setting**: - Head office **Tasks**: - Direct trust account investments - Identify clients' financial goals and objectives - Manage balance sheets and profit/loss...

  • Business Analysis and Reporting, Team Manager

    4 months ago

    Woodbridge, Canada 407 ETR Full time

    Position Summary: Responsible for managing the Business Analysis & Reporting team within the Customer Operations department. You will be accountable for managing department reporting, business insights and budget creation. Direct Relationships: - Director, Customer Operations - Manager(s), Customer Operations - Business Analysis & Reporting Team - Intraday...

  • Payroll and Hcm Specialist

    4 months ago

    Woodbridge, Canada 407 ETR Full time

    Direct Relationships: - Human Resources (Vice President, Director, Team Manager, Business Partners) - Finance - Accounts Payable and Accounts Receivables Position Responsibilities: - Accountable for the full cycle biweekly payroll using Workday software. - Ensure payroll procedures are in compliance with regulatory requirements and the applicable...

  • Digital Support Specialist

    3 months ago

    Woodbridge, Canada 407 ETR Full time

    Position Summary: Direct Relationships: - Team Manager, Digital Customer Support - Manager, Digital Customer Operations - Director, Customer Operations Duties and Responsibilities: - Maintain customer accounts in Salesforce and Appian - Serve as product expert when resolving multiple Live Chats concurrently - Keep records of customer interactions,...

  • Chief Compliance Officer

    1 month ago

    Woodbridge, Canada HUB International Full time

    **Chief Compliance Officer** **HUB Capital** **Canada** At HUB Capital, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial solutions, empowering our clients across Canada to achieve their long-term goals through our...

  • Chief Compliance Officer

    4 months ago

    Woodbridge, Canada HUB International Full time

    HUB Capital Canada At HUB Capital, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial solutions, empowering our clients across Canada to achieve their long-term goals through our network of independent financial...

  • Junior Accounting Assistant

    7 days ago

    Woodbridge, Canada Sorbara Group of Companies Full time

    **Job description** The Sorbara Group of Companies is a pioneering force in Ontario’s real estate industry. Having operated commercial, industrial, office and retail properties, managed residential rentals and built high-rise and low-rise communities for several decades, we have witnessed firsthand key changes in the Greater Toronto Area real estate...

  • Digital Support Specialist

    4 months ago

    Woodbridge, Canada 407 ETR Full time

    Direct Relationships: - Team Manager, Digital Customer Support- Manager, Digital Customer Operations- Director, Customer Operations Duties and Responsibilities: - Maintain customer accounts in Salesforce and Appian- Process transponder lease requests for Transponder Equipped vehicles and Personal leases via- that reflects 407 ETR in a positive light- Serve...

  • Product Manager

    3 weeks ago

    Woodbridge, Canada Walter's Shoe Care Inc. Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Work setting**: - Business and/or industry **Tasks**: - Develop communication strategies - Implement communication strategies and programs - Prepare written material such as reports, briefs, website content - Administer programs to promote industrial and commercial business...