Become an Investment Administrator in Tecumseh, ON with a prominent financial services firm. Specialize in client support, trade administration, and compliance to enhance client satisfaction and operational efficiency.
Join our growing financial planning team dedicated to mutual funds, retirement solutions, and insurance services. As an Investment Administrator, you will coordinate client meetings, manage investment transactions, and ensure compliance across documentation. Your organizational skills will be crucial in maintaining client files and assisting advisors with daily operations.
Key Responsibilities:
• Schedule and coordinate client meetings and reviews
• Process trade orders and maintain accurate client records
• Prepare and manage compliance documentation
• Support office operations for a seamless client experience
• Assist advisors with administrative tasks and correspondence
Requirements:
• Proficient in Microsoft Office Suite (Word, Excel, Outlo...