Investment Administrator - Woodbridge, Canada - The BridgGroup of Companies

The BridgGroup of Companies

Verified Company

Woodbridge, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The Bridg Group of Companies (TBGOC) has been in business for over 19+ years and provides exceptional consumer services in the Financial and Real Estate world.

Our mission is to change lives one client at a time and to be the home of all your financial needs

We aim to foster a culture of caring and accountability. Caring for our clients and employees in a team working environment. As a company we focus on working on diversified services that allow each client to reach their financial goals.

But we also aim to ensure that our team experiences personal growth in their careers by offering ongoing training and development opportunities.

Are you a numbers driven individual with more than two years of experience as an Investment Administrator? Are you detail oriented, meticulous, and thorough? Are you looking to gain further experience within a sales environment? If you answered Yes to these questions then this you could be the right fit for the role

Key Accountabilities

The Investment Administrator's responsibilities will include but are not limited to;

Responsible for reaching daily administrative deadlines and ensuring compliance is completed on all investment & consulting files
Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible
Responsible for making sales calls for Investment Division, collecting all supporting documents for client investments
Responsible for completing all investors forms, deposits and redemption requests
Positive interaction and consistent commitment will be important in building credibility & rapport
Ensure that current and potential investors are kept up to date regarding policy changes and the status of their portfolio(s)
Responsible for doing all data entry for the investment division in our Customer Relationship Management database
Verify information and uphold internal controls, ensure divisional databases are updated consistently
Work closely with internal and external partners, supporting daytoday operations and inquiries
Manage incoming and outgoing Investment's mail to ensure all service standards are met
Responsible for analysis and maintenance of all divisional financial data and accuracy of content (electronically and in the physical file)
Maintain an open communication and a strong relationship with the trust company and lawyers
Effectively resolve any issues, questions or complaints as they pertain to investments
Ensure a high level of client satisfaction and a timely response to customer inquiries
Keep abreast of all policies, laws, and procedural changes in the industry
Responsible for weekly, monthly and yearly excel reporting and updating trackers
Responsible to complete year end audit
Assist in setting new sales meeting in calendar, shared drive & marketing packages for new prospects from new leads coming in from our Sales Team
Must be willing and able to assist the Sales Manager with new Investment Workshops
Must be available evening and/or weekends about 6 to 12 times in a year for shift changes in order to be present at Investment Workshops
Mandatory attendance in Company Annual Events
Other tasks/projects assigned

Qualifications:

Must have minimum
2 years' experience in financial administration or related field
Experience with Registered Investment Plans (RRSP, RIFS', LIFS's, LIRA, RESP, TFSA) will be considered an Asset
Working with Olympia Trust and/or other Trust companies for documentation filing will be considered an Asset
Postsecondary degree/diploma in a related field required preferably in Finance, Accounting or Investments would be considered an asset
Experience in investment or banking industry and sales will be considered an asset
Must be advanced in Excel and have the ability to work with numbers and data
Ability to work well as a team player and independently; proactive and flexible; adaptable to change; comfortable working in a
fastpaced environment and with multiple and shifting priorities
Must have excellent auditing, financials, and decision makings skills
Must be a great problem solver with all disputes and must find quick and costeffective resolutions for the company
Conducts oneself in a highly professional manner and operates with a high degree of discretion and confidentiality
Has to be a great negotiator and be able to find solutions and options in the best interest of all parties