Investment Administrator
I
IDC Worldsource Insurance Network Inc.
📍 mississauga, on, Canada
Job Description
JOB STATEMENT: Reporting to the Manager, Investment Administration, the Investment Administrator works in a fast-paced environment and is responsible for processing segregated fund trades and performing a variety of administrative tasks within the department. The ideal candidate is highly motivated, detail-oriented, and committed to accuracy. This role requires strong analytical and research abilities, as well as the initiative to proactively identify and resolve issues.
RESPONSIBILITIES: Executing segregated fund trades with accuracy and efficiency; Opening new accounts for Segregated Funds, Annuities, and Guaranteed Investment Accounts (GIAs); Delivering timely and accurate annuity quotes upon request; Tracking, monitoring, and proactively following up on pending transfers and trades; Preparing, completing, and distributing investment applications and related documentation; Producing assigned reports and carry out administrative tasks as directed by the Manager, Investment A...
RESPONSIBILITIES: Executing segregated fund trades with accuracy and efficiency; Opening new accounts for Segregated Funds, Annuities, and Guaranteed Investment Accounts (GIAs); Delivering timely and accurate annuity quotes upon request; Tracking, monitoring, and proactively following up on pending transfers and trades; Preparing, completing, and distributing investment applications and related documentation; Producing assigned reports and carry out administrative tasks as directed by the Manager, Investment A...