Investment Administrative Assistant

Job Responsibility:

The Quasar Financial Experience

Quasar Financial values professional excellence and the ability to conquer fast-paced challenges. This is an environment where we treasure work ethic, quick thinking and the ability to overcome tight timelines with multiple stakeholders. This challenge isn't for everyone, as only those who can handle the pressure of working in the financial world with the expectation of industry leading responsiveness & professionalism will excel in this role.

We have made a business out of creating positive and lasting financial outcomes for our clients; therefore, the successful candidate must see challenges coming before they arise and act proactively to ensure the success of the team. We value our workers and believe in the power of teamwork. If you aspire to find a stable, and balanced position with a team who truly cares, this is the opportunity for you.

The Administrative Assistant Role

We are seeking a diligent, organized and enthusiastic individual to join our team as an Investment Administrative Assistant. The primary focus of the Investment Administrative Assistant is to effectively facilitate the processing of mutual fund and segregated fund trades and providing comprehensive administrative support to ensure all tasks are processed accurately, compliantly, and in a timely manner, thereby maintaining service levels for advisors.

Key Responsibilities:

• Facilitate the processing of mutual funds, segregated funds, GICs and other investment products with Investia and insurance carriers, ensuring process protocols and service standards are consistently maintained.
• 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.
• Track and follow-up on pending transfers with carriers.
• Follow up promptly with advisors on missing information, supporting documentation, information discrepancies, and unclear instructions.
• Effectively resolve any issues, questions or complaints as they pertain to investments.
• Establish and facilitate new client accounts within Univeris as well as the WealthServ Investment System.
• Manage incoming and outgoing Investments mail to ensure all service standards are met.
• Additional responsibilities, duties and special projects as identified.
• Schedule meetings for your assigned Advisor.
• Provide information by telephone and e-mail to our customers and distributors to meet their needs and expectations.
• Respond to a variety of inquiries that may include questions on procedures, products, banking transactions, follow-ups on pending applications, and tax and legal aspects.
• Provide support for the processing of various transactions, as required.
• Identify rules and procedures that need updating, and suggest improvements to streamline processes and increase efficiency.
• Share knowledge to contribute to the smooth running of the department.
• Contribute to the achievement of department objectives based on visual indicators and established protocols, and take action where necessary.
• Actively participate in weekly department meetings and contribute ideas for improvement.

Education, Experience and Skills:

• A minimum of 1 year experience in the investment industry (equivalent experience in related fields may be considered).

- Being Mutual Fund licensed is an asset to the team

• Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities.
• Proven accuracy, attention to detail and data entry skills.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment.
• Ability to represent self, office and organization in a professional, positive manner at all times.
• Ability to handle sensitive and confidential information in a professional manner.
• Knowledge of Univeris, WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.

Job Type: Full-time

Pay: $45,000.00-$57,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site parking
• Paid time off

Schedule:

• Monday to Friday

Education:

• Secondary School (preferred)

Experience:

• Investment Industry: 1 year (required)
• Administrative experience: 1 year (preferred)

Work Location: In person