Investment Services Support
2 days ago
**You’re invited to make a difference ** as an Investment Support Representative
**At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.**
Reporting to the Manager, Compliance and Investment Support, this role provides internal member support for branch investment staff, acting as a specialized resource to respond to inquiries, and provides accurate and consistent service relating to transactions for registered and non-registered products.
**Key Responsibilities**
- Following excellent service standards while providing specialized support for investment team members for processing registered and non-registered investments.
- Prepares, completes, or reviews forms and documentation relating to investment accounts / transactions using a high degree of knowledge of policies and procedures; including administration of all client-name mutual funds.
- Completes assigned regular reporting requirements within deadlines, for Kindred, fund dealers, regulators, CRA, or other partners, ensuring completeness and accuracy.
**What to bring**
As a first point of contact for branch inquiries, providing information, responding to questions, and resolving complex or unusual situations escalated from branch partners; you are a member-focused, financial services professional excited about contributing to the success of a team dedicated to integrating stewardship and values in providing financial planning and services to our members.
**Plus, you bring your qualifications and experience**:
- 2-3 years’ experience in administration
- Working knowledge of MS Office tools
- Strong keying skills with meticulous attention to detail and accuracy
- Knowledge of mutual fund compliance an asset
- Understanding of various savings and retirement products an asset.
- Experience in estate administration an asset
**Why Kindred**
You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. **For many roles, we offer flexible and remote options that we can discuss with you.**
We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp that is committed to using business as a force for good and acting as an advocate for a Living Wage.
**RSVP**
**Experience**: Preferred
- 2 - 3 years: Administration
- 1 - 2 years: Financial Services
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