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Investment Administrator
| Company | HUB |
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| Location | Calgary, AB, Canada |
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| Salary | $45000 – $50000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior |
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Requirements
- Minimum requirement of a High School Diploma, with post-Secondary education preferred.
- Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds.
- Proficiency in typing and utilizing computer applications, including the MS Office suite.
- Demonstrated ability to communicate effectively both in written and verbal forms.
- Strong attention to detail and excellent problem-solving abilities.
- Excellent time management skills.
Responsibilities
- Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
- Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
- Ensure accurate and timely processing of transactions.
- Identify and correct transaction errors promptly.
- Respond to incoming advisor inquiries promptly.
- Act as a liaison with carriers and fund companies on behalf of advisors.
- Perform other duties as assigned.
Preferred Qualifications
- Previous administrative experience is desirable.
