Senior Financial Administrator
2 weeks ago
We are seeking a meticulous and organized administrative professional to join our team as a Senior Financial Administrator. The ideal candidate will have a minimum of 2 years' experience in Investor/Client Services or Financial Services.
The role involves providing excellent service to investors, handling various administrative tasks, including onboarding new investors, maintaining investor files, and ensuring compliance in investment activities.
Responsibilities:
- Onboard new investors, prepare paperwork, and follow up on missing documentation
- Handle client and investor queries with accuracy and promptness
- Maintain electronic investor files
- Coordinate with the Trustee on registered account transactions
- Send DRIP information and coordinate with Trustees
- Send trade confirmations and partner statements via email and/or mail
- Keep track of marketing and advertising approvals
- Support the Manager in coordinating with issuers on Dealer agreements
- Coordinate with Dealing representatives on missing documentation
- Calculate and process commission payments
- Oversee the investor portal and ensure it is up-to-date
Requirements:
- 2+ years' experience in Investor/Client Services or Financial Services
- Post-secondary education preferred
- MS Office proficiency and adaptability to internal software systems
- Attention to detail and accuracy
- Quick handling of paperwork and adaptability to regulatory changes
- Strong verbal and written communication skills
Benefits:
- Full-time position with a competitive salary range of $55,000-$60,000 per annum
- Remote work arrangement (monthly mailing required)
- A collaborative team culture with opportunities for growth and development
New Haven Mortgage Corporation is committed to building a diverse workforce and provides accommodation in the recruitment and assessment process as required.
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