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Investment Account Administrator

Investment Account Administrator

Adecco CanadaRichmond Hill, Ontario, Canada
1 day ago
Salary
CA$21.00 hourly
Job type
  • Full-time
  • Temporary
  • Quick Apply
Job description

Adecco is currently hiring a full-time detail-oriented and organized Investment Account Administrator to manage and oversee the dividend reinvestment process for our client in Richmond Hill, ON. This role involves ensuring accurate allocation of dividends, maintaining records, and providing excellent support to stakeholders. This role requires a strong background in finance or accounting, excellent analytical skills, and a commitment to accuracy and compliance. If this describes you, apply today!

  • Pay Rate : up to $21 / hour (based on experience)
  • Location : Richmond Hill, ON
  • Job type : Temporary | Full-time | 6-month contract with possibility of extension

Here's why you should apply :

  • Paid weekly accurate and on time
  • Strong health and safety programs
  • Medical and dental benefits once qualified
  • Free training programs
  • New and quicker onboarding process

    • Responsibilities :

  • Read, understand and interpret often complex legal documentations such as Plan Texts and Plan Service Agreements, procedural manuals, as well additional instructions, or requests received from clients, in order to recognize and correctly apply the unique Plan requirements during the daily administration of each Plan.
  • Ensure that all processing is completed accurately and in the time, standards required based on client requirements and / or internal standards.
  • Ensure compliance with the unique terms and conditions as well as internal service standards governing each Disbursement, Plan and / or Client service agreement.
  • Validate critical incoming disbursement / dividend reinvestment criteria to ensure appropriate logic is being applied throughout entire process.
  • Ensure that all applicable fees are charged and processed accordingly.
  • Provide accurate and timely service and advice based on a full understanding of the client's requests and our internal standards / procedures.
  • Cross-train between various units under the Disbursement umbrella and apply such knowledge on a regular basis.
  • Read material requiring understanding of content in items such as instructions, procedure manuals, resolutions and correspondence.
  • Write or modify text to accurately communicate to others using precise language to avoid misunderstanding of sometimes complex information.
  • Use basic arithmetic, established arithmetic formulas or procedures to calculate or prepare information.
  • Plan most aspects of their own work within specified deadlines with occasional need to change the priorities of the job.
  • Perform routine, specialized or technical tasks, or procedures requiring specialized knowledge of the requirements to pay dividends or interest and / or administer reinvestment plans.
  • Must be able to cross-train between various units under the Disbursement umbrella and apply such knowledge on a regular basis.

    • Qualifications :

  • Mu st be legally eligible to work, and reside in Canada
  • Canadian Securities Course recommended, but not a requirement for the position.
  • Bilingual French, both written and spoken, preferred but not required.
  • Must have excellent Microsoft application skills.
  • Must be well versed in Excel
  • Must have excellent verbal & written communication skills.
  • Post Secondary Education in the Business / Financial services or accounting fields (Preferred)

    • Are you interested in this position? Apply now! Our dynamic team of recruiters will reach out if you qualify for this role.

    CAO6659