Great opportunity with an exceptional client based in the Langley area. We are looking for an Investment Administrator. If you have a great attitude, enjoy a fast-paced environment this could be a great opportunity for you!
Duties Include but not limited to :
Provide sales, administrative and operational support to the investment team
Prepare business correspondence to clients
Preparing professional letters and correspondence with shareholders;
Update all client files and ensuring all regulatory requirements are met
Reviewing packages to ensure that all requirements are received in good order;
Following up regularly on all transactions, non-financial updates, transfers, etc.;
Scanning and filing all documents and correspondence.
Must Haves :
A thorough understanding of the financial services industry
A genuine willingness to lend a hand and to take initiative to do so
A professional, courteous and friendly demeanor in person and over the telephone
Excellent attention to detail
CSC / CPH or a willingness to become registered
Must have a minimum of 3+ years of financial service industry experience
If this sounds like a great opportunity and you would like to learn more please send your resume in a word document to job number listed.