Investment Administrator
Robert Half
Fort Langley, BC
2d ago

Description

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.

    Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form