Investment Administrator

2 weeks ago


Victoria, Canada Fisgard Asset Management Full time

**About Fisgard**:
Fisgard Asset Management is a growing, dynamic, and client focused Mortgage Investment Corporation and Exempt Market Dealer. Locally rooted in Victoria, BC, Fisgard has been steadfastly serving clients since 1994. The name we bear is inspired by the iconic Fisgard Lighthouse symbolizing security, stability, and vision. Our mission is the pursuit of Building Brighter Financial Futures for everyone.

We are a trusted partner to mortgage professionals, enabling Canadians to purchase their dream homes or expand their real estate portfolios while concurrently building wealth. When you join Fisgard, you are not just earning a livelihood, but actively shaping the financial futures of our clients.

**Core Values**:
Win-Win: Emphasis on seeking mutually worthwhile outcomes for all stakeholders; employees, investors, mortgage professionals, borrowers, and our communities.

Confidence: Trust in oneself, our team, and our organization. This means believing in our abilities to surmount challenges and attain success. It involves having faith in our skills, being decisive in our actions,1 and preserving a positive outlook.

Teamwork: Valuing synergy, collaboration, and communication among individuals and teams to build an inclusive environment where everyone contributes to collective success.

Respect: Treating others with fairness, empathy, and consideration, regardless of differences in background, perspective, or position. After 30 years we have, and will continue to, create an atmosphere of trust, appreciation, and mutual understanding.

Seriously Fun: We believe in maintaining professionalism whilst keeping our workspace energetic, positive, and enjoyable. Encouraging innovation and creativity, we strive to create an environment where work doesn't feel like a chore - instead it's engaging, fulfilling, and sprinkled with a touch of fun and lots of laughter.

**Investment Administrator Role Summary**:
Fisgard Asset Management Corporation is looking for an innovative, enthusiastic, and highly motivated Investment Administrator to join our Investment Management team. This person will be responsible for duties relating to registered products, including processing, payments, and general maintenance of traditional and registered plan accounts.

**Responsibilities in this role**:

- Process client withdrawals (including non-registered, RRSP, RRIF, TFSA, RESP and locked-in accounts) with applicable withholding tax and fees; and processes registered plan rollovers and internal transfers.
- Ensure cash income payment instructions are processed accurately and timely
- Receive, review and process new account setup for pre-authorized contributions for all plan types
- Handle inquiries and correspondence from Financial Dealers and Credit Unions concerning all general activities and procedures of the registered products offered
- Review documentation received to ensure they meet both company and government policy and legal requirements
- Research and promptly resolve any errors or discrepancies for registered plan activity
- Communicate with peers of issues/changes that arise from daily activities to ensure all parties are kept up to date on such issues/ changes.
- Utilize cross-training opportunities to understand all aspects of the Investment Team
- Administrative and data-entry related activity as needed
- Provide support and coverage for additional duties within the Investment Team

**Requirements**:

- Post-secondary education is preferred
- 3 year of administrative work experience, preferably in Financial Services
- Background in Registered Products and applicable legislation experience is an asset
- Excellent functional knowledge of Office 365
- Strong written and verbal communication skills
- Strong organizational and analytic skills
- Strong attention to detail
- Ability to work independently
- Ability to work collaboratively within an office environment

**Why Fisgard**:

- Competitive salary with attractive variable compensation opportunities
- Health and Wellness Benefits Coverage
- Short and Long-Term Disability Plan
- RRSP Matching
- On-site gym, delicious snacks, and a coffee bar (May '24)
- Company & Community events and activities (did we mention it's a fun place to work?)
- Collaborative work environment with a focus on solving issues, innovation, and growth
- A commitment to your professional development and continuous learning
- A positive working atmosphere
- We share your values

**Application Process**:
**Job Types**: Full-time, Part-time, Permanent

**Salary**: $50,000.00-$60,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program

Flexible Language Requirement:

- French not required

Schedule:

- No weekends

Supplemental pay types:

- Bonus pay

Work Location: In person

Application deadline: 2024-04-12



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