Investment Support Specialist

4 days ago


Kitchener, Ontario, Canada Kindred Credit Union Limited Full time
Job Title: Investment Support Representative

Kindred Credit Union Limited is seeking a highly skilled Investment Support Representative to join our team. As a key member of our investment team, you will provide internal member support for branch investment staff, acting as a specialized resource to respond to inquiries, and provide accurate and consistent service relating to transactions for registered and non-registered products.

Key Responsibilities:
  • Provide exceptional service standards while supporting investment team members for processing registered and non-registered investments.
  • Prepare, complete, or review forms and documentation relating to investment accounts/transactions using a high degree of knowledge of policies and procedures.
  • Complete assigned regular reporting requirements within deadlines, ensuring completeness and accuracy.
Requirements:
  • 2-3 years' experience in administration.
  • Working knowledge of MS Office tools.
  • Strong keying skills with meticulous attention to detail and accuracy.
  • Knowledge of mutual fund compliance an asset.
  • Understanding of various savings and retirement products an asset.
  • Experience in estate administration an asset.
Why Kindred:

You will be part of a collaborative workplace where you'll be asked to participate in the business and share your voice. You'll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. We offer flexible and remote options that we can discuss with you.

We believe that your life is bigger than any job, so we'll work together to achieve work-life quality and to care for your overall wellness. Our comprehensive total rewards package includes competitive total compensation, group benefits plan, 3 weeks' vacation, career growth opportunities, and staff benefits on financial products and services.



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