Client Administrator

#100%remote #customerservice #administration #permanent #full-time_

**Key Responsibilities**

1. Process manual transactions, review reports for reconciliation and conduct quality assurance

activities for entries into the client recordkeeping system.

The client administrator is responsible for providing accurate, timely and efficient account

administration for IA Clarington’s clients. The administrator will perform duties and activities that

contribute to the effective operation of the client administration area by adhering to quality and

productivity standards, by taking responsibility for monitoring both personal and teaM/Function

based workloads. The administrator will pursue excellence by taking personal responsibility for

knowing and understanding current work processes, policies and procedures as well as relevant

corporate and/or industry regulations.

To ensure the continuing development of our administrators, IA Clarington will train and assign

administrators to various units and functions within Client Administration (e.g. Financial, non

financial, registered products, adjustments etc.). In return, we expect our administrators to be

prepared to constantly upgrade their level of knowledge, skills and understanding of our

business operations.

2. Where appropriate, serve as resource and provide information or expertise to queries from

internal as well as possibly external parties on matters related to account administration,

work processes, policies and procedures; To a limited degree, we expect client

administrators to also serve as knowledge source for regulatory and industry requirements

and to escalate to management issues that hinder meeting deadlines, impact client service;
or have potential loss to the organization

3. Administrators are encouraged to participate in the identification of opportunities for work

process improvements, for service enhancements and for the betterment of the work place.

We rely on our administrators to have and/or develop an aptitude and desire for constant

learning and personal development. Assist and support the team as required by taking on

extra workload or doing overtime during absences or during periods of seasonally higher

volumes.

4. Assist fellow team members including supervisors and managers on special projects such as

yearend or periodic reporting or data review/cleanup. Other assignments might include

researching applicable tax/pension regulations and assist in updating the department’s

policies and procedures to ensure department’s processes are current and compliant

**Values and Other attributes required**:
Excellent work ethic and learning skills, highly detailed oriented and accurate, sensitive to

deadlines; Honesty and integrity; empathy, sense of partnership, strong customer service focus and

orientation, strong problem-solving skills; Self motivated and possesses good time management

skills with the ability to multi-task; Ability to work in a fast-paced, constantly changing environment;
- 1 -2 years progressive work experience in a mutual fund processing and/or Client Services

environment (manufacturer, third party or dealer)
- Previous experience in mutual fund general operations and/or trust accounting etc. environment

an asset; Knowledge or experience in registered funds administration an asset
- Successful completion of CSC and/or IFIC preferred
- Working knowledge of the financial services industry in general and mutual funds in particular
- Post-secondary education and bilingualism (French) an asset
- Working knowledge of relevant client account processing and database environments with

preference for iFAST, Unitrax or other in house proprietary systems; Proficiency with various

**COMPLEXITY/ANALYSES**

Primary focus is on adherence to predefined policies and procedures. However, administrators are

expected to be able to identify trends, recurring mistakes and/or areas for improvement. Therefore,

we require the administrator to be detailed oriented and be able to adhere to predefined P & P but to

not be fully confined, rigid or bureaucratic in their thinking or focus. We expect the administrator to

develop the ability for high level thinking and the capacity for viewing matters from a big picture

perspective. Problem identification and resolution skills are essential.

DIRECTION RECEIVED — Describe amount of supervision expected or required from superior or

others, and the extent of use of written instructions and/or procedures.

We expect administrators to have a sense of ownership for their specific function(s) within the

department. The administrator is expected to be able to manage his/her own workload and see

things to completion without the need for further follow-up (reliability and consistency essential)

**DECISION MAKING**

The administrator must have a solid knowledge and understanding of the unitholder record keeping

environment and of corporate policies and procedures. This is