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Investment Administrator job in Surrey at Robert Half Canada

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Investment Administrator at Robert Half Canada

Investment Administrator

Robert Half Canada Surrey, British Columbia Full-Time
$60,000.00 - $65,000.00 / year
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Ref ID: 05150-0011582575

Classification: Billing Clerk

Compensation: $60000.00 to $65000.00 yearly

Great opportunity with an exceptional client based in the Langley area. We are looking for an Investment Administrator. If you have a great attitude, enjoy a fast-paced environment this could be a great opportunity for you!

Duties Include but not limited to:

Provide sales, administrative and operational support to the investment team
Prepare business correspondence to clients
Preparing professional letters and correspondence with shareholders
Update all client files and ensuring all regulatory requirements are met
Reviewing packages to ensure that all requirements are received in good order
Following up regularly on all transactions, non-financial updates, transfers, etc.
Scanning and filing all documents and correspondence
To be considered for this role, you must have:

A thorough understanding of the financial services industry
A genuine willingness to lend a hand and to take initiative to do so;
A professional, courteous and friendly demeanor in person and over the telephone;
Excellent attention to detail
CSC/CPH or a willingness to become registered
Must have a minimum of 3+ years of financial service industry experience

If this sounds like a great opportunity and you would like to learn more please send your resume in a word document to job order number 05150-0011582575

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Our parent company, Robert Half International Inc., has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998.

Questions? Call your local office at

1.888.490.5461
. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Robert Half Finance & Accounting. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ([ Link removed ]

Recommended skills

Financial Services
Finance
Investments
Filing
Business Correspondence
Friendliness
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Job ID: 05150-0011582575

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