Investment Administrator

仕事内容

JOB STATEMENT:

Reporting to the Manager, Investment Administration, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative requirements within the Investment Administration area. This highly motivated and energetic candidate must have a keen eye for detail, a penchant for accuracy and have the ability to work in a fast-paced environment. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner.

ESSENTIAL FUNCTIONS:

· Placing segregated fund trades;

· Establishing new accounts;

· Tracking and following-up on pending transfers;

· Maintaining supplies for investment applications and forms; and

· Completing reports and functions as assigned by the Manager, Investment Administration.

QUALIFICATIONS:

· Post-secondary education

· 1 –2 years of similar experience within the investment industry considered an asset

· Strong knowledge of Microsoft Office and Outlook

· Strong customer focus, service orientation and professional acumen

· Excellent communication, organizational and listening skills

· Dedicated team player with the ability to take the initiative and be independent

· Knowledge of Univeris EWMS an asset.

COMPENSATION:

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence tocareers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Job Types: Full-time, Fixed term contract
Contract length: 6 months

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Mississauga, ON L5R 3E9: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Expected start date: 2023-10-31