Talent.com
Investment Services Administrator
Investment Services AdministratorSTRIVE Recruitment • Hamilton, ON, Canada
Investment Services Administrator

Investment Services Administrator

STRIVE Recruitment • Hamilton, ON, Canada
Il y a 25 jours
Type de contrat
  • Temps plein
  • Permanent
Description de poste

Job Description

Job Description

Investment Services Administrator

$50,000 – $55,000 / year

Hamilton, ON

Onsite

ABOUT US

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, and Operations. We partner with organizations across Canada—ranging from growing SMEs to national corporations—to support their permanent, temporary, and contract hiring needs.

Our client is a well-established financial services organization known for its strong advisor support, collaborative team environment, and commitment to exceptional client service. They are looking for an Investment Services Administrator to join their fast-paced Investment Services Division.

This is a fantastic opportunity for someone looking to grow their career in the financial services industry while working in a supportive, professional, and fun environment.

THE ROLE

As the Investment Services Administrator, you will play a key role in supporting Independent Financial Advisors by processing investment transactions, providing exceptional client service, and ensuring administrative accuracy. You’ll work closely with internal teams, external providers, and advisors to keep workflows running smoothly. This role requires excellent attention to detail, problem-solving skills, and the ability to manage high volumes of information in a fast-paced environment.

ADVANTAGES

  • $50,000 – $55,000, based on experience
  • Monday–Friday, 9 AM–5 PM, one-hour lunch.
  • Full-time, permanent position
  • Supportive leadership and collaborative team culture
  • Open-concept office with collaborative, high-interaction environment

RESPONSIBILITIES

  • Process segregated fund and mutual fund investment transactions
  • Respond to inquiries from advisors, clients, and prospective clients with professionalism and accuracy
  • Maintain a strong understanding of investment products and services offered
  • Manage follow-up systems for inquiries, trades, complaints, and problem resolution
  • Identify administrative errors and recommend appropriate solutions
  • Interact with external service providers to ensure accurate and timely processing
  • Conduct outbound calls when additional clarification is required
  • Coordinate the distribution of new product information and investment bulletins
  • Prepare annuity illustrations for advisor support
  • Ensure all required forms and documentation for account openings, deposits, and investments are available and up to date
  • Provide backup coverage for colleagues as needed
  • Assist with general administrative duties and other tasks as assigned
  • REQUIREMENTS

  • 1–3 years of experience in financial services (mutual funds, insurance, investments, advisor support), banks, MGA carriers, mutual fund companies, or dealer experience preferred.
  • Strong analytical, problem-solving, and investigative skills.
  • High attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Customer-service oriented with the ability to manage multiple stakeholder relationships.
  • Ability to thrive in a high-volume, fast-paced, regulated environment.
  • Self-starter, accountable, team-oriented, and motivated to work collaboratively.
  • Comfortable in an open-office environment with high interaction; in-office Monday–Friday.
  • Proficient with computer systems, digital navigation, and Microsoft Office.
  • Ability to work independently as well as part of a team.
  • #INDSTRIVEON

    Créer une alerte emploi pour cette recherche

    Service Administrator • Hamilton, ON, Canada

    Offres similaires
    Remote Finance / Stock Trader

    Remote Finance / Stock Trader

    Maverick Currencies • Hamilton, ON
    Télétravail
    Temps plein +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Estimator

    Estimator

    CARSTAR Rymal • Hamilton, ON, Canada
    Temps plein
    CARSTAR Rymal is seeking an experienced Appraiser to join our team.The Appraiser is responsible for providing customers and insurance companies with timely and accurate estimates for repairs with t...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Manager, Costing and Financial Analysis

    Manager, Costing and Financial Analysis

    Kassen Recruitment • Hamilton, ON, Canada
    Temps plein
    A manufacturing organization is seeking a Manager, Costing & Financial Analysis to join their finance team.The company operates in a fast-paced, production-driven environment and offers strong expo...Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée
    Finance Private Tutoring Jobs Caledonia

    Finance Private Tutoring Jobs Caledonia

    Superprof • Caledonia, Canada
    Temps plein +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Senior Technical Advisor & Trainer

    Senior Technical Advisor & Trainer

    Food Service Solutions Canada • Milton, ON, Canada
    Temps plein
    At FSS, we prioritize exceeding customer expectations in every interaction.As the Senior Technical Service Advisor & Trainer, your role significantly impacts our business operations and overall cus...Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée
    Branch Administrator

    Branch Administrator

    CSL Group Ltd. • Ancaster, ON, Canada
    Temps plein
    Job Title : Branch Administrator.Location : Ancaster, ON | Job Type : Full-Time.If so, we want you on our team in.Ancaster branch running like a well-oiled (and super friendly) machine.This isn’...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Desjardins Financial Services Sales Rep

    Desjardins Financial Services Sales Rep

    Richard Demille - Desjardins Insurance Agent • Georgetown, ON, Canada
    Temps plein +1
    Financial Services Sales Advisor.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Bilingual Collections & Credit

    Bilingual Collections & Credit

    Vaco by Highspring • Hamilton, Ontario, CA
    Permanent
    Make and receive collections calls to assess and resolve early and late-stage accounts Assess and negotiate solutions to bring accounts up to date. Ownership of assigned portfolio.Ability to de-esca...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Investment Advisor Assistant

    Investment Advisor Assistant

    FirstOntario Credit Union • Hamilton, ON, Canada
    Temps plein
    Competitive compensation packages.Enhanced mental health benefits through SunLife and TELUS Health.Up to $1000 per year towards professional development. Company-wide Employee Volunteer program (Blu...Voir plus
    Dernière mise à jour : il y a 23 jours • Offre sponsorisée
    Accounting Administrator

    Accounting Administrator

    Associa • Hamilton, ON, Canada
    Temps plein
    Up to $45k for the right candidate".Remote Work - Hybrid setting (combination of working from home and in the office) • •. At Wilson, Blanchard Management Inc.Associa® Company, serving others...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Credit & Collections Analyst - 3 Month Contract

    Credit & Collections Analyst - 3 Month Contract

    Vaco by Highspring • Hamilton, Ontario, Canada
    Temporaire
    Track customer credit exposure and receivable aging; notify appropriate internal teams when thresholds are exceeded.Execute collection activities on past-due balances, applying judgment to escalate...Voir plus
    Dernière mise à jour : il y a 9 jours • Offre sponsorisée
    Stock / Options Trader - Remote

    Stock / Options Trader - Remote

    Maverick Currencies • Hamilton, ON
    Télétravail
    Temps plein +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    It Administrator

    It Administrator

    Top Tier Talent Group • Hamilton, ON, Canada
    Temps plein +1
    IT Administrator – Permanent, Full-Time (Golden Horseshoe – Onsite).A leading law firm in the Golden Horseshoe region is seeking a dedicated IT Administrator to provide full-t...Voir plus
    Dernière mise à jour : il y a 17 jours • Offre sponsorisée
    Arithmetic Private Tutoring Jobs Mount Hope

    Arithmetic Private Tutoring Jobs Mount Hope

    Superprof • Mount Hope, Canada
    Temps plein +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Operations Manager

    Operations Manager

    Environmental 360 Solutions • Hamilton, ON, Canada
    Temps plein
    Environmental 360 Solutions Ltd.Fueled by an ambitious and innovative entrepreneurial vision and decades of leadership, we’re building a smarter, cleaner, and more sustainable future.Our team is ma...Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée
    Senior Systems Administrator

    Senior Systems Administrator

    Targeted Talent • Hamilton, ON, Canada
    Permanent
    We are looking for an experienced.Systems Administrator (Windows).Ontario! Our client is a large fintech firm with a product that you've likely used many times before.You'll have the opport...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    General Administrator

    General Administrator

    ABL Employment • Georgetown, ON, Canada
    Temps plein
    We are seeking a highly organized and proactive General Administrator to support daily operations in our fast-paced manufacturing environment. The ideal candidate will manage office activities, main...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Financial Advisor New Career

    Financial Advisor New Career

    Desjardins Financial Security Independent Network - Southwestern Ontario • Hamilton, ON, Canada
    Temps plein
    Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to ...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée