Analytical Investment Administrator Position

Take your analytical skills to the next level as an Investment Administrator at Worldsource! This role focuses on executing trades and performing critical administrative functions with precision.
Reporting directly to the Manager, this position demands detail-oriented candidates who can manage multiple tasks effectively. You'll open accounts, provide annuity quotes, and streamline communication with advisors. Proactive issue resolution is key to ensuring smooth processing within the investment administration department.
Key Responsibilities:
• Manage and execute segregated fund trades effectively
• Open new accounts for various investment products
• Provide prompt annuity quotes and customer updates
• Monitor and follow up on trades and transfers
• Prepare and distribute investment application documents
Requirements:
• Post-secondary education required
• 1-2 years' experience in asset management
• Proficiency with Microsoft Office Suite
• Strong orga...