Investment Account Administrator in Vancouver, British Columbia
Date/Time:27 Sep, 12:47 a.m. EST
Type: Sales
Investment Account Administrator Our client, recognized as a ?Best Employers in Canada? and a leader in retirement, trustee, and custodial solutions in financial services, is seeking an eager and customer-focused Investment Account Administrator to join their team! Location: Vancouver, BC Salary: $33,000 ? 38,000 plus amazing benefits! Do you have 1+ years? experience in investments, banking and/or financial services industry? You are the ideal candidate if you are a highly detailed and organized administrative professional who is looking to offer exceptional customer service experiences while working on a team to handle investment related administration and follow-up. Some working knowledge of self-directed investment products administration and MFDA rules is a must! Responsibilities: ? Open all new accounts including self-directed RRSPs and RRIFs and follow up with client and/or advisor as required? Maintain client accounts and update with accurate information? Ensure all transactions are processed in a timely and accurate manner? Follow up with Mutual Fund Companies and ensure that all Dealer Rep and Institution changes are updated and comply with policy and procedures? Audit transfer reports for proper formatting and possible errors? Additional duties as assigned? Create short and long goals for future learning and development Requirements: ? Minimum 1+ years of banking, trust, and/or self-directed investment product experience? Working knowledge of RRSPs, RRIFs and MFDA rules? Minimum 1+ years administration experience? Excellent time management, detail, and organizational skills? Excellent proficiency in MS Office Suite? Strong customer service and problem solving abilities? Strong verbal and written communication skillsTo apply, please send an e-mail to xxxx9-MHxxxx@apply.maxhire.net with your resume in Word format. While we thank all applicants for their time and interest, only selected applicants will be contacted. WOW. FUN. PEOPLE. Learn more at www.mcnak.comListing originally posted at http://www.bcjobs.ca/job.cfm?JobID=xxxx99