Talent.com
Apex Group Ltd (UK Branch)
Investor Services RepresentativeApex Group Ltd (UK Branch) • Winnipeg, MB, Canada
Les candidatures ne sont plus acceptées
Investor Services Representative

Investor Services Representative

Apex Group Ltd (UK Branch) • Winnipeg, MB, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

The Role & Key Responsibilities

  • Enhance client relationships with exceptional customer service
  • Processing financial and non-financial investment transactions
  • Respond to phone and email inquiries from Advisors, Dealers, and Fund Managers in a timely manner
  • Analyze complex issues or requests to determine best course of action
  • Faxing trade rejects and other requests
  • Document Scanning and filing
  • Other duties as assigned

Skills Required

  • Associate’s or Bachelor’s Degree in related field preferred
  • Knowledge of Fund Administration
  • Two years’ experience in the Financial Services industry strongly preferred
  • Ability to work towards and meet agreed deadlines
  • Ability to work independently and also be a strong team contributor
  • Highly organized and motivated individual with an acute attention to detail
  • Strong analytical and problem-solving skills
  • Self-starter who volunteers for new opportunities and projects
  • Ability to manage time effectively
  • Excellent interpersonal with effective written and verbal communications skills

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

Salary ranges from CAD $40,000.00 – CAD $41,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.

#LI-JS1

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

#J-18808-Ljbffr
Créer une alerte emploi pour cette recherche

Investor Services Representative • Winnipeg, MB, Canada

Offres similaires

Investment Analyst

MMI GroupWinnipeg, MB, CA
Temps plein

Building trust through excellence.Relentlessly advancing commercial real estate to provide remarkable experiences.Stewardship and empowerment; integrity and fair play; remarkable experiences; mutua... Voir plus

 • Offre sponsorisée

Analyst, Investment Practice Management & Support - C$60,000 - C$80,000 A Year

Wellington-AltusWinnipeg, Canada
Temps plein

Location:this posting is for an existing vacancy in Wellington-Altus’s Winnipeg or Toronto office.Our organization Founded in 2017, Wellington-Altus Financial Inc.Wellington-Altus) is the parent co... Voir plus

 • Offre sponsorisée

Investment Specialist - C$36,600 - C$67,500 Par An

BMO Groupe financierWinnipeg, Canada
Temps partiel

Date limite pour présenter sa candidature : 04/13/2026Adresse : 3647 Portage Ave, Unit 1Groupe de famille d'emploi : Ventes et service, Services bancaires aux particuliersFournir des conseils e... Voir plus

 • Offre sponsorisée

Complete Online Surveys For Cash (Up to $25/per)

Earn HausRitchot, MB, CA
Temps plein +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus

 • Offre sponsorisée

Market Services Representative & Reporting Analyst

Johnston Group Inc.Winnipeg, MB, CA
Temps plein

Market Services Representative & Reporting Analyst.Chambers of Commerce Group Insurance Plan, Canada’s #1 employee benefits plan for small businesses.JG is a platinum member of Canada’s Best Manage... Voir plus

 • Offre sponsorisée

Sales Representative - 60k / Year - Remote

Spade RecruitingRitchot, Manitoba
Télétravail
Temps plein
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Voir plus

 • Offre sponsorisée

Emerging Investment Advisor For High-Net-Worth Clients - C$50,000 - C$100,000 A Year

Leading Financial InstitutionWinnipeg, Canada
Temps plein

A leading financial institution is seeking Developing Investment Advisors in Winnipeg, Manitoba.This specialized program allows you to build a successful client portfolio while receiving comprehens... Voir plus

 • Offre sponsorisée

Investment Platform & Enablement Analyst - C$60,000 - C$80,000 A Year

Wellington-AltusWinnipeg, Canada
Temps plein

Seeking an Analyst, Investment Practice Management in Winnipeg or Toronto to provide operational support for an investment platform, requiring analytical and problem-solving skills.A business or fi... Voir plus

 • Offre sponsorisée

Driver Role at DCC Hail Winnipeg

AutoCanadaGrande Pointe, MB, CA
Temps plein

Explore a fulfilling driving opportunity with DCC Hail in Winnipeg, MB, where customer care and vehicle safety are prioritized.Become part of a team that values quality service and professionalism.... Voir plus

 • Offre sponsorisée

Mortgage Representative (New to Industry)

PerchWinnipeg, MB, CA
Temps plein

Target Starting Income $70,000 - $100,000 | Fully Commissioned | Uncapped Earning Potential.Are you a natural salesperson with a proven record of success in a commission-based role? Take your caree... Voir plus

 • Offre sponsorisée

Investment Advisor

CI FinancialWinnipeg, MB, CA
Temps plein

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Voir plus

 • Offre sponsorisée

Emerging Investment Advisor For High-Net-Worth Clients - C$50,000 - C$100,000 A Year

TD SecuritiesWinnipeg, Canada
Temps plein

A leading financial institution is seeking Developing Investment Advisors in Winnipeg, Manitoba.This specialized program allows you to build a successful client portfolio while receiving comprehens... Voir plus

 • Offre sponsorisée

Developing Investment Advisor (Winnipeg) - C$50,000 - C$100,000 A Year

TdWinnipeg, Canada
Temps plein

Develops investment strategies and builds client portfolios for high-net-worth individuals, acting as a dedicated advisor with a focus on business growth and client relationship management. Voir plus

 • Offre sponsorisée

DCC Hail Estimator with Travel Required

AutoCanadaGrande Pointe, MB, CA
Temps plein

Join the DCC Hail team in Winnipeg as a full-time Estimator.Your role will focus on estimating damages and quality control in paintless dent repair while managing client relationships.DCC Hail is a... Voir plus

 • Offre sponsorisée

Developing Investment Advisor (Winnipeg) - C$50,000 - C$100,000 Par An

TD WealthWinnipeg, Canada
Temps plein

Description Du Poste TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.Lieu De Trav... Voir plus

 • Offre sponsorisée

Vancouver Wealth Advisor at CC&L Capital

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Winnipeg, MB, CA
Temps plein

Join CC&L Private Capital as a Wealth Advisor in Vancouver and help clients achieve financial goals through expert guidance and exceptional service.As an ideal candidate, you possess strong sales s... Voir plus

 • Offre sponsorisée

Inside Sales Representative (Agriculture)

BrunelWinnipeg, Manitoba, Canada
Temps plein

As an Inside Sales Rep, you will be a key component of the Sales team and will be responsible for delivering on sales and project commitments to customers across North America.You will be responsib... Voir plus

 • Offre sponsorisée

Developing Investment Advisor (Winnipeg)

The Toronto-Dominion Bank (Canada)Winnipeg, Manitoba, Canada
Temps plein

Work Location: Winnipeg, Manitoba, Canada.Pay Details: $50,000 - $100,000 CAD (role eligible for commission based earnings).TD Wealth, Private Wealth Management (PWM) provides high-net worth client... Voir plus

 • Offre sponsorisée

On-Site School Psychologist – Part-Time, Equity-Focused

TinyEYE Therapy ServicesLorette, MB, CA
Temps partiel

An educational services provider in Manitoba seeks a passionate School Psychologist to provide psychological services directly to students.This part-time, on-site role involves assessing students, ... Voir plus

 • Offre sponsorisée

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsWinnipeg, MB, CA
Temps plein

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus