Investment Support Specialist

15 hours ago


Kitchener, Ontario, Canada Kindred Credit Union Full time
Investment Support Representative

At Kindred Credit Union, we're committed to providing exceptional financial services to our members while fostering a collaborative and inclusive work environment. As an Investment Support Representative, you'll play a vital role in delivering high-quality support to our branch investment staff, ensuring seamless transactions and exceptional member experiences.

Key Responsibilities:
  • Provide specialized support to investment team members, responding to inquiries and ensuring accurate and consistent service for registered and non-registered products.
  • Prepare, complete, or review forms and documentation related to investment accounts and transactions, leveraging in-depth knowledge of policies and procedures.
  • Meet regular reporting requirements within deadlines, ensuring completeness and accuracy for Kindred, fund dealers, regulators, CRA, and other partners.
Requirements:
  • 2-3 years of administration experience
  • Working knowledge of MS Office tools
  • Strong keying skills with meticulous attention to detail and accuracy
  • Knowledge of mutual fund compliance and various savings and retirement products an asset
  • Experience in estate administration an asset
Why Kindred?

We believe in creating a work environment that values diversity, equity, and inclusion. As a Kindred Credit Union team member, you'll have opportunities to grow your skills, share your expertise, and contribute to our mission of using business as a force for good. Our comprehensive rewards package includes competitive total compensation, group benefits, and access to financial products and services at preferred rates.



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