Overview
Investment Services Administrator Jobs in Calgary, Alberta, Canada at Synergie
PORTFOLIO ADMINISTRATORCALGARY SWMon-Fri $50-56k Group
health benefits
, RRSP, bonus
Our Calgary SW area client is seeking a Portfolio Administrator for their team. This is an exceptional opportunity to join a successful financial services company. Employees will have the opportunity to be part owner of the firm after a certain time period
Responsibilities
Client account opening, closing and transfers
Prepare monthly and quarterly reports, presentations and year-end tax reporting packages
Maintain client contact details and important documentation in CRM database
Take complete ownership of assigned files, identifying urgent matters
Assist with resolutions and keep files moving quickly through the process
Processing cheques, EFTs, client withdrawal and deposit/contribution requests
Provide accurate and timely information to clients
Plan and organize client events
Answer, screen, and direct phone calls
Maintain office appearance and equipment, order supplies as needed
Other duties as required
Requirements3-4 years’ office administrative experience
At least two years’ experience working in the investment or financial services industry, working knowledge of investment account types
Completion (or current enrollment) in the Canadian Securities Course is an added benefit
Experience with
Salesforce CRM is an asset
Intermediate level of Microsoft Office Suite including Excel, Word, Outlook and Power Point Positive  attitude
Ability to multi-task Excellent
communication skills
both written and verbal
Passion for efficiency and customer service
Attention to detail
but curios mind
Work well in
team environment
Clean CRSIf you feel you possess these qualities, please forward your resume immediately
Title: Investment Services Administrator
Company: Synergie
Location: Calgary, Alberta, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)
