Investment Support Representative

2 weeks ago

Kitchener, Canada Kindred Credit Union Limited Full time

**At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.**

**You’re invited to make a difference ** as an** Investment Support Representative** in **Kitchener.**

The investment support team serves Kindred with centralized administration relating to registered and non-registered investments. Our mandate is to consistently deliver an exemplary member experience that is characterized by trustworthy guidance, creative solutions, and reliable administration while safeguarding Kindred’s brand and reputation with integrity. This role is responsible for completing registered and non-registered transactions and providing internal support for Retail and Wealth partners relating to administration of registered/non-registered plans and deposit accounts.

**Key Responsibilities - Tier One**
- Produces daily correspondence to notify members for upcoming term renewals.
- Reviews daily reports, including registered plans and investment products updates
- Processes term renewals following instructions; performing verification to listings; confirming membership ownership, interest rate, and other details, so these are executed accurately.
- Executes a variety of transaction requests received from Wealth and Retail partners through Kindred’s contact management system (ACE), including GIC renewals, transfers in, transfers out, and related member requests.

**Key Responsibilities - Tier Two**
- Responds to internal member inquiries, providing information, answering questions, and investigating escalated concerns.
- Builds own capabilities and completes cross training to support services across registered plans, including RESP, RRSP, RRIF, RDSP, Investment Shares, Group RSP.
- Provides support to Retail and Wealth colleagues for registered plans and products. Completes transfers out following established processes.
- Provides internal support for incoming inquiries from Retail and Wealth partners
- Completes assigned regular reporting requirements for Kindred, regulators, CRA, or other partners, meeting deadlines, ensuring completeness and accuracy, to protect members assets and steward Kindred’s portfolio.

**What to bring**

As a financial services professional, you will have solid investment knowledge, strong attention to detail, and a service mindset. You are eager to bring your expertise and collaborate in a team environment, with shared accountability for success in serving our growing membership.

**Plus, you bring your qualifications and experience**:

- Completion of post secondary education
- 3 years of related experience in financial services, including
- 1-2 years of administrative experience in registered and non-registered investments
- Strong critical thinking skills
- Solid understanding of registered and non-registered plans and products

**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.

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.

**Our comprehensive total rewards package includes**:

- Competitive total compensation
- Starting salary $43,000 - 50,000
- Group benefits plan & commitment to staff wellness
- 3 weeks vacation, vacation purchase program
- Career growth opportunities, continuous training & development support
- Staff benefits on financial products & services (including Group RSP matching)

**RSVP**
- As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability._

**Experience**: Preferred
- 2 - 3 years: Administration
- 1 - 2 years: Financial Services

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