Advisor Services, Representative - Toronto, Canada - Pier 4 Ltd

Pier 4 Ltd
Pier 4 Ltd
Verified Company
Toronto, Canada

1 month ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description
Advisor Services Administrator

About Pier 4 REIT
Pier 4 REIT is a Real Estate Investment Trust focusing on acquisition of multi‐family residential properties.

Our foundation is built on over 40 years in the real estate industry with vast experience in ownership, property management, and capital improvements.

Inaugurated in 2020, the Trust's portfolio currently spreads across two provinces and four cities.

Driven by a passion for real estate, compounded with years of industry experience, Pier 4 REIT's management team is destined to continue to grow and create diversification within their fund.

Position Overview

Reporting to Senior Management the Advisor Services Administrator, role is accountable for a variety of administrative and project related tasks that provide professional support.

This position ensures processes and control standards are followed, while seeking to determine, develop, and participate in the implementation of improvement opportunities, contributing to the effective and efficient operation of the business.

Key Responsibilities

  • Maintain and prepare all necessary documents for the monthly closings and distributions
  • Oversee and maintain the investor and advisor data bases and ensure all necessary information is accurately filled out
  • Assist in the creation and executing of marketing material
  • Attend all meetings ensuring detailed notes or meeting minutes are completed
  • Assist with external stakeholder initiatives as it relates to dealing representatives, registered trust companies, unitholders, business partners, etc.
  • Prioritize time commitments and actionable items
  • Prioritize work by considering its risk, importance, urgency, and potential business, organizational, or unitholder implications
  • Assist with various projects as assigned.

Requirements:


  • 13 years of Advisor Services experience in a fastpaced organization. Experience in the financial services, clients' services or real estate industry is an asset.
  • University degree preferred.
  • Ability to communicate in both English and French is preferred (oral and written).
  • Strong organizational skills and ability to efficiently multitask and prioritize work.
  • Strong computer literacy with experience in the use of MS Office programs, project management tools with strong tech skills are a must.
  • Demonstrate ability to communicate and interact effectively at all levels of the organization.
  • Excellent written/verbal communication skills to compose a variety of correspondence and ensure accuracy of material.
  • Must be available outside regular office hours to handle issues as they arise.
  • Highly organized, meticulous, and extremely detailed oriented
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