Investment Administrator required for a financial services firm in Toronto.

Job ID: I8292

Location:

Category: Financial and Investment

Salary: Competitive

Responsibilities

  • Provide on-going support to the Partners to assist in the smooth running of the practice and to promote organizational efficiency
  • Prepare and review all quarterly meeting packages; preparing special reports as required
  • Custom spreadsheets – graphs, research, meeting tool creation for client meetings
  • Annual tracking of Registered Contributions – RRSPs, TFSAs, RESPs
  • Respond client queries and requests; setting up new accounts; overseeing trade processing
  • Process fee deals and credits and ensure that all are in place before and after each quarter-end
  • Responsible for processing and monitoring all credit and leverage transactions to client accounts


Qualifications

  • Must have an undergraduate degree from a Canadian University/College diploma.
  • Excellent verbal and written communications skills
  • Strong proficiency in MS Office Suite
  • Must be self-motivated, demonstrate high-quality communication skills
  • Ability to collaborate with co-workers to ensure effective follow up to client
  • Must demonstrate a high level of confidentiality and professionalism
  • Must have strong organizational and time management skills

Number Of Positions 1

Pay Rate

Date Updated 01/24/2019

Status Filled