Investment Administrator

2 weeks 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

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