1 meilleure offre (finance coordinator) (à pourvoir)

Investment Service Coordinator
C.I. Financial Ltd. —Sherwood Park, AB
- Temps plein
- Bilingue
- Microsoft Word
- Logiciels de GRC/CRM
- Assurance Invalidité
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il y a 5 jours

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Investment Service Coordinator

C.I. Financial Ltd.
Sherwood Park, AB

Postuler rapidement

Détails du poste

Temps plein
Il y a 5 jours

Profil recherché

Bilingue
Microsoft Word
Logiciels de GRC/CRM
Français
Investissement
Microsoft Excel
Anglais
Sens de l'organisation
Dactylographie
Compétences en communication

Description complète du poste

IInvestment Service Coordinator:

We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends.
We are looking for a FULL TIME Investment assistant to coordinate, process, and facilitate trades and transactions within investment portfolio's.

Please note due to the complex nature of this position, Experience in the Investment processing industry is a prerequisite. Knowledge of the following components is absolutely vital:
Investment products and how they work such as TFSA’s RRSP’s, RESP Grants and Government forms, FHSA, Basic knowledge on investment funds, Application paperwork for Seg fund TFSA’s, RRSP’s, RESP’s is an asset.

Please note this is a support role for the advisors that are in the office.
Responsibilities include but are not limited to:

Process paperwork for Investment products: Seg funds, RESP, RDSP, RRSP’s TFSA’s, Non Registered accounts
Process and facilitate trades
Prepping files + Reports and summaries
Create and manage excel spreadsheets to track and follow ongoing investment related applications and changes
Handle group plan renewals and quotes
Scanning all paperwork electronically / Sorting E signatures
Coordinate with advisors on ongoing projects and tasks

Skills and Qualifications:

Experience in processing applications and investments is a need
Excellent communication skills in English. (French is an asset)
Strong organizational skills & the ability to prioritize work load.
Ability to work in a team environment and communicate with others
Ability to multi task.
40+ WPM is a bonus.
Ability to navigate a computer and have a good skill set of the following software:
Microsoft Word, Microsoft Excel, PDF, CRM software.
Experience in the Insurance industry required
Have processed investment applications and changes is a need

We also offer benefits and RRSP plans. Wage is based on experience. Please Email your resume and cover letter to the email address provided.

Job Type: Full-time

Benefits:

Disability insurance
RRSP match

Schedule:

Monday to Friday

Experience:

Investment processing: 1 year (required)

Location:

Sherwood Park, AB T8H 0M2 (required)

Work Location: In person

Job Type: Full-time

Benefits:

Disability insurance
RRSP match

Schedule:

Monday to Friday

Experience:

Investment processing: 1 year (required)

Location:

Sherwood Park, AB T8H 0M2 (required)

Work Location: In person

Job Type: Full-time

Benefits:

Disability insurance
RRSP match

Experience:

Investment processing: 1 year (required)

Location:

Sherwood Park, AB (required)

Work Location: In person

Postuler rapidement

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Investment Service Coordinator

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