Investment Administrative Assistant
5 months ago
**The Quasar Financial Experience**
Quasar Financial values professional excellence and the ability to conquer fast-paced challenges. This is an environment where we treasure work ethic, quick thinking and the ability to overcome tight timelines with multiple stakeholders. This challenge isn’t for everyone, as only those who can handle the pressure of working in the financial world with the expectation of industry leading responsiveness & professionalism will excel in this role.
**The Administrative Assistant Role**
We are seeking a diligent, organized and enthusiastic individual to join our team as an Investment Administrative Assistant. The primary focus of the Investment Administrative Assistant is to effectively facilitate the processing of mutual fund and segregated fund trades and providing comprehensive administrative support to ensure all tasks are processed accurately, compliantly, and in a timely manner, thereby maintaining service levels for advisors.
**Key Responsibilities**:
- Facilitate the processing of mutual funds, segregated funds, GICs and other investment products with Investia and insurance carriers, ensuring process protocols and service standards are consistently maintained.
- 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.
- Track and follow-up on pending transfers with carriers.
- Follow up promptly with advisors on missing information, supporting documentation, information discrepancies, and unclear instructions.
- Effectively resolve any issues, questions or complaints as they pertain to investments.
- Establish and facilitate new client accounts within Univeris as well as the WealthServ Investment System.
- Manage incoming and outgoing Investments mail to ensure all service standards are met.
- Additional responsibilities, duties and special projects as identified.
- Schedule meetings for your assigned Advisor.
- Provide support for the processing of various transactions, as required.
- Identify rules and procedures that need updating, and suggest improvements to streamline processes and increase efficiency.
- Share knowledge to contribute to the smooth running of the department.
- Contribute to the achievement of department objectives based on visual indicators and established protocols, and take action where necessary.
- Actively participate in weekly department meetings and contribute ideas for improvement.
**Education, Experience and Skills**:
- A minimum of **1 year** experience in the investment industry (equivalent experience in related fields may be considered).
- Being Mutual Fund licensed is an asset to the team
- Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities.
- Proven accuracy, attention to detail and data entry skills.
- Excellent written and verbal communication skills.
- Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment.
- Ability to represent self, office and organization in a professional, positive manner at all times.
- Ability to handle sensitive and confidential information in a professional manner.
- Knowledge of Univeris, WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.
Pay: $45,000.00-$57,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- On-site parking
- Paid time off
Schedule:
- Monday to Friday
**Education**:
- Secondary School (preferred)
**Experience**:
- Investment Industry: 1 year (required)
- Administrative experience: 1 year (preferred)
Work Location: In person
-
Investment Assistants
6 months ago
Langley, Canada Odlum Brown Full time**WHO WE ARE** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...
-
Investment Account Manager
2 months ago
Langley, Canada Quasar Financial Planning Group Full time**The Quasar Financial Experience** Quasar Financial values professional excellence and the ability to conquer fast-paced challenges. This is an environment where we treasure work ethic, quick thinking and the ability to overcome tight timelines with multiple stakeholders. This challenge isn’t for everyone, as only those who can handle the pressure of...
-
Administrative Assistant
5 months ago
Langley, Canada QuadReal Full time**About QuadReal Property Group** QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $67.1 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in...
-
Administrative Assistant
5 months ago
Langley, Canada Financial Services - Mortgage Lender Full time**POSITION: Administrative Assistant** **LOCATION: Langley, BC** **REPORTS TO: Manager, Mortgage Underwriting** **DEPARTMENT: Underwriting** **JOB DESCRIPTION** VWR Capital Corp. is a small but dynamic financial services company headquartered in Langley, BC. We are seeking a full-time Administrative Assistant to join our growing team. VWR Capital Corp....
-
Investment Associate
4 weeks ago
Langley, Canada Scotiabank Full timeAt ScotiaMcLeod, we're seeking a talented Investment Associate to join our team of innovative thinkers. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice.About the RoleAs an Investment Associate, you'll work closely with a Wealth Advisor in the...
-
Receptionist/administrative Assistant
6 months ago
Langley, Canada Martini Film Studios Full time**Position**:Receptionist / Administrative Assistant **Reporting to**:Head of Operations Martini Film Studios is a full-service film and TV production facility in Langley, offering studios, support spaces, exterior film locations for film use. The Martini Entertainment Group is a sister company launched in 2021 to develop and produce a range of new TV...
-
Administrative Assistant
3 months ago
Langley, Canada Maple Reinders Full time**Job Description**: **Administrative Assistant** We continue to grow without sacrificing our quality and integrity, and are dedicate to building great things - solid teams, amazing projects, and lasting relationships. As we continue to win new work in all areas of the company we are looking for great people like you join our team! - ** Support Regional...
-
Investment Relationship Manager
2 days ago
Langley, Canada Scotiabank Full timeAt ScotiaMcLeod, we offer a unique opportunity to grow your career as an Investment Relationship Manager. This role is perfect for individuals who have a passion for delivering exceptional client service and are looking to make a meaningful impact in the world of wealth management.About UsAs a cornerstone business within Scotia Wealth Management,...
-
Portfolio Administrator, Private Investment Counsel
4 months ago
Langley, Canada Scotiabank Full timeRequisition ID: 203405 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related...
-
Human Resources Administrator
5 months ago
Langley, Canada Trotman Auto Group - Shared Services Full time**Trotman Auto Group** is looking for a dynamic, energetic and positive person to join their HR team who will help support the administrative aspects of the HR function. If you are an upcoming HR professional who would like to gain some hands-on experience on various HR activities, lets chat!! Reporting to the Director of People & Culture, the Human...
-
Administrative Assistant
5 months ago
Langley, Canada Speech Bubbles Full time**Job description** Speech Bubbles is a speech therapy clinic located in Langley City, serving clients throughout the Lower Mainland of British Columbia. Our goals are to foster a positive working environment for staff and to ensure that our clients are receiving the best standard of care and therapy. We truly value our employees’ time and experience, and...
-
Administrative Assistant
3 weeks ago
Langley, Canada Speech Bubbles Full time**Job description** Speech Bubbles is a speech therapy clinic located in Langley City, serving clients throughout the Lower Mainland of British Columbia. Our goals are to foster a positive working environment for staff and to ensure that our clients are receiving the best standard of care and therapy. We truly value our employees’ time and experience, and...
-
Administrative Services
5 months ago
Langley, Canada Parallel Wealth Financial Group Inc. Full time**Full job description** **Position Overview**: **Key Responsibilities**: - Perform general administrative duties to support day-to-day operations. - Facilitate client onboarding processes. - Utilize various computer and technology systems for efficient task management. - Maintain organized records and documentation. - Assist in other administrative duties...
-
Office Administrator
2 months ago
Langley, Canada Aterna Advisors Inc. Full timeAterna Advisors Inc. **Office Administrator** **(Job Reference Number: ADMN-45024)** Our growing CPA firm in Langley, BC is looking for a full-time office administrator. We offer accounting, tax, and consulting services for Canadian businesses and individuals. We are seeking a self driven & motivated individual who works well in a team environment, is...
-
Administrative Assistant
6 months ago
Langley, Canada Xentric Engineering Ltd. Full time**Description**: We have an administration assistant position available in our Langley location who is self-motivated and enthusiastic with a positive attitude, an eye for detail, and strong organizational and communication skills. The Admin Assistant will have a vital role in working with the senior level management and directors to develop and establish...
-
Administrative Assistant
5 months ago
Langley, Canada MSALABS Inc. Full timeSummary: We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a crucial role in supporting our office operations and ensuring smooth day-to-day activities. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys providing...
-
Scotiamcleod Investment Associate
3 months ago
Langley, Canada Scotiabank Full timeRequisition ID: 205172 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Admin Assistant/receptionist
5 months ago
Langley, Canada Quasar Financial Planning Group Full time**The Quasar Financial Experience** Quasar Financial values professional excellence and the ability to conquer fast-paced challenges. This is an environment where we treasure work ethic, quick thinking and the ability to overcome tight timelines with multiple stakeholders. This challenge isn’t for everyone, as only those who can handle the pressure of...
-
Administrative Assistant
6 months ago
Langley, Canada KPMG Full timeOverview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Client Administration function is a vital part of the firm’s Business Enablement Services and is focused on achieving client service excellence by delivering...
-
Administrative Assistant
6 months ago
Langley, Canada DNW Distribution Full time**Job Title**: Administrative Assistant **Reports To**: The position will report Regional Manager **Duties and Responsibilities**: - Managing company documents: Sorting, filing, and delivering office memos, mail, or other documents. - Managing company invoices: Collecting, sorting, and mailing to DNW Head Office. - Double-checking time cards. -...