Investments Administrator

iA Financial Group•Edmonton, AB

3d•Hybrid

About The Position

The primary focus of the Investments Administrator is to effectively facilitate the processing of segregated fund trades and provide administrative support within the scope of the role, ensuring all tasks are processed in a compliant, accurate and timely manner to ensure service levels to advisors are maintained.

Requirements

A minimum of 2 years' experience in the investment industry
Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office and organization in a professional, positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

Nice To Haves

Industry designations (FLMI, ACS, AIAA) desirable
Bilingual in French and English is an asset

Responsibilities

Facilitate the processing of segregated funds, GICs and other investment products with insurance carriers ensuring process protocols and service standards are consistently maintained.
Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
Track and follow-up on pending transfers with carriers.
Perform immediate follow-up with advisors regarding missing information, supporting documentation, information discrepancies and unclear instructions.
Effectively resolve any issues, questions or complaints as they pertain to investments.
Establish and facilitate new client accounts within the WealthServ Investment System.
Manage incoming and outgoing Investments mail to ensure all service standards are met.
Additional responsibilities, duties and special projects as identified.