Investment Administrator

Description:

Worldsource Wealth Management is seeking an Investment Administrator to join our team. Reporting to the Manager of Investment Administration, this role involves placing segregated fund trades and handling various administrative tasks within the Investment Administration area. The ideal candidate will be highly motivated, energetic, and detail-oriented, with a strong commitment to accuracy. You will be responsible for analyzing, researching, and proactively resolving any issues that may arise.

This is an excellent opportunity for someone with a keen eye for detail and the ability to work efficiently in a fast-paced environment.

Key Responsibilities:

• Placing segregated fund trades.

• Establishing new accounts.

• Tracking and following up on pending transfers.

• Maintaining supplies for investment applications and forms.

• Completing reports and performing functions as assigned by the Manager of Investment Administration.

Qualifications:

• Post-secondary education.

• 1-2 years of similar experience within the investment industry (asset).

• Strong knowledge of Microsoft Office and Outlook.

• Strong customer focus and professional acumen.

• Excellent communication, organizational, and listening skills.

• Ability to work independently and as part of a team.

• Knowledge of Wealthserv is an asset.

Compensation:

• Commensurate with experience.

Worldsource Wealth Management is committed to accessibility in employment and will provide reasonable accommodations to persons with disabilities in the recruitment process upon request. If you require accommodation during the interview process, please notify the hiring manager upon scheduling.