Investment Admnistrator

**Description**:
**We seeking an Investments Administrator for a large Canadian client. This is a permanent position with excellent benefits. The working hours are daytime, Monday to Friday and the salary range is $42000-45000. This position will work 2 days per week from the Winnipeg office ans 3 days from home.**:
The Administrator role is to effectively facilitate the processing of segregated fund trades and provide administrative support within the scope of the role, ensuring all tasks are processed in a compliant, accurate and timely manner to ensure service levels to advisors are maintained.

**Key Responsibilities**:

- Facilitate the processing of segregated funds, GICs and other investment products with 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.
- Perform immediate follow-up with advisors regarding 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 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.

**Education, Experience and Skills**:

- A minimum of 2 years' experience in the investment industry
- Industry designations (FLMI, ACS, AIAA) desirable
- 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 WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

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