Investment Administrator
2 weeks ago
**Investment Administrator**
Westboro Mortgage Investment Fund
Ottawa, ON
We are seeking a talented Investment Administrator to work in our Ottawa head office on a hybrid basis. The primary purpose of this position is to provide support to the Finance team and the Vice-President Sales - Funds with investor-related tasks and filings.
Reporting to the Senior Controller, the Investment Administrator will be responsible for investor-related reporting, regulatory filings, reviewing subscription agreements, and maintaining accurate records in our Exempt Market Dealer software.
Skills & Experience
- Minimum of 4 years experience in financial/investor transaction processing and related customer service.
- A post-secondary diploma/degree ideally in Commerce, Business Administration or related experience required.
- Excellent analytical, communication and organizational skills
- Problem solver with an ability to multi-task
- Team player with a positive approach to collaborate with colleagues, open to taking additional tasks to support the vision to achieve overall corporate goals and objectives.
- Experience in Mortgage lending is an asset.
Job
**Responsibilities**:
- Manage pipeline of new purchases and review direct and indirect investor sub-agreements to ensure completeness and accuracy.
- Prepare monthly reports to trustees, investors, and advisors.
- Prepare compliance filings with the Ontario Securities Commission and other regulatory bodies.
- Enter and review investor purchases and redemptions in Exempt Market Dealer software.
- Effectively communicate with investors, advisors, and other parties to assist inquiries as needed.
- General administrative duties such as saving documents, relevant investor information, and account changes.
- Other duties as assigned.
We are committed to promoting accessible recruitment as outlined in the Accessibility for Ontarians with Disabilities Act. We will attempt to accommodate persons with a disability in an appropriate and effective manner throughout all stages of the recruitment process. Accommodations will be provided upon request.
Pay: $60,000.00-$65,000.00 per year
**Benefits**:
- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
Work Location: Hybrid remote in Ottawa, ON K1Z 6X3
Expected start date: 2025-09-08
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