Investment Services Administrator - Innisfil, Canada - PACE Savings and Credit Union

PACE Savings and Credit Union

Verified Company

Innisfil, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Function:

The Investment Services Administrator is responsible for updating policies and procedures, monitoring transactions, filling out investment related documents, transfer requests, and monitoring daily reports.

The incumbent will assist in estate related processes and duties including; approval of POA's, transfer of T2033 requests, and tax form generation.

The investment related responsibilities of the role are; the preparation of investment documents, keying in investment transactions, monitoring of daily RIF & Term reports and the generation of reporting documents.

Key Responsibility Areas:

A. Operations Administrative Responsibilities

Assist in the approval of all POA's
Assist in all T2033 transfer requests
Assist in processing index linked returns when investment service manager is absent
Assist in the preparation of documents for members investment shares
Key in investment shares transactions
Monitor daily RIF payment reports term reports while notifying management of any exceptions
Assist in the generation of annual Concentra Reports
Assist in the balancing and reporting of annual tax slips
Preparation of estate and deceased files

B. Other

Maintain company files both electronic and hard copy
Responsible for pulling historical statements and transactions
Maintain proper archives of transactions
All other duties as assigned

Qualifications

Education and experience:

Postsecondary education in business administration and 1 year experience in a financial institution, or an equivalent combination of education and experience.
A commitment to learning and development is required.

Core role competencies:

Solid understanding of financial institution and industry standards
Basic understanding of applicable privacy legislation
Basic understanding of financial transaction and antimoney laundering regulations
Solid computer and research skills
Solid verbal and written communication skills
Advanced attention to detail and analytical skills

PACE Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.

Please contact Human Resources.

Benefits: