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Financial Trade Facilitator
1 week ago
Position Overview:
The primary focus of the Investments Administrator is to provide administrative support and facilitate the processing of segregated fund trades, ensuring all tasks are processed in a compliant, accurate, and timely manner to maintain service levels to advisors.
Key Responsibilities:
- Facilitate the processing of segregated funds, GICs, and other investment products with insurance carriers, ensuring compliance with process protocols and service standards.
- Assume ownership of assigned files and quality of data, recognizing urgencies and assisting in resolving 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 related 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.
- Engage in actions that encourage, reflect, and align with PPI's ESG (Environmental, Social, and Governance) commitments to our advisors, their clients, and our employees.
Required Skills and Qualifications:
- A minimum of 2 years' experience in the investment industry.
- 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.
- Excellent English language skills, both oral and written, due to frequent interactions with English-speaking colleagues, internal partners, and clients across Canada. French language skills beneficial but not required.
Benefits:
- Flexible hybrid work environment with up to 3 days per week working from home.
- Opportunities for career growth and development.
- A supportive and inclusive work environment.
- Competitive salary range starting at $45,000, commensurate with experience and skill set.
