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Mortgage Administration Specialist
2 months ago
We are seeking a highly skilled Account Manager to join our team at Hosper Mortgage Administration Inc. as a key member of our financial services team.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Financial Planning: Analyze clients' financial records and develop comprehensive financial plans to meet their needs.
- Investment Advice: Provide expert advice on trust account investments and arrange for the sale of financial products and investments.
- Team Collaboration: Work closely with our team of financial experts to identify opportunities and develop strategies to meet client needs.
- Education: Bachelor's degree in a related field.
- Experience: 2 years to less than 3 years of experience in a related field or equivalent experience.
- Certifications: Association of Mortgage Brokers Course and Investment Funds Institute of Canada (IFIC) Accreditation.
- Skills: Excellent communication and interpersonal skills, ability to work in a fast-paced environment, and strong analytical and problem-solving skills.
- Competitive Salary: A competitive salary and bonus structure.
- Benefits: A comprehensive benefits package including dental and health care plans, group insurance benefits, and a Registered Retirement Savings Plan (RRSP).
- Professional Development: Opportunities for professional development and training to enhance your skills and knowledge.
