Investment Service Coordinator

at  CI Financial Ltd

IINVESTMENT SERVICE COORDINATOR:

We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends.
We are looking for a FULL TIME Investment assistant to coordinate, process, and facilitate trades and transactions within investment portfolio’s.
Please note due to the complex nature of this position, Experience in the Investment processing industry is a prerequisite. Knowledge of the following components is absolutely vital:
Investment products and how they work such as TFSA’s RRSP’s, RESP Grants and Government forms, FHSA, Basic knowledge on investment funds, Application paperwork for Seg fund TFSA’s, RRSP’s, RESP’s is an asset.
Please note this is a support role for the advisors that are in the office.

Responsibilities include but are not limited to:

• Process paperwork for Investment products: Seg funds, RESP, RDSP, RRSP’s TFSA’s, Non Registered accounts
• Process and facilitate trades
• Prepping files + Reports and summaries
• Create and manage excel spreadsheets to track and follow ongoing investment related applications and changes
• Handle group plan renewals and quotes
• Scanning all paperwork electronically / Sorting E signatures
• Coordinate with advisors on ongoing projects and tasks

SKILLS AND QUALIFICATIONS:

• Experience in processing applications and investments is a need
• Excellent communication skills in English. (French is an asset)
• Strong organizational skills & the ability to prioritize work load.
• Ability to work in a team environment and communicate with others
• Ability to multi task.
• 40+ WPM is a bonus.
• Ability to navigate a computer and have a good skill set of the following software:
• Microsoft Word, Microsoft Excel, PDF, CRM software.
• Experience in the Insurance industry required
• Have processed investment applications and changes is a need
  We also offer benefits and RRSP plans. Wage is based on experience. Please Email your resume and cover letter to the email address provided.
  Job Type: Full-time

Benefits:

• Disability insurance
• RRSP match

Schedule:

• Monday to Friday

Experience:

• Investment processing: 1 year (required)

Location:

• Sherwood Park, AB T8H 0M2 (required)

Work Location: In person
Job Type: Full-time

Benefits:

• Disability insurance
• RRSP match

Schedule:

• Monday to Friday

Experience:

• Investment processing: 1 year (required)

Location:

• Sherwood Park, AB T8H 0M2 (required)

Work Location: In person
Job Type: Full-time

Benefits:

• Disability insurance
• RRSP match

Schedule:

• Monday to Friday

Experience:

• Investment processing: 1 year (required)

Location:

• Sherwood Park, AB T8H 0M2 (required)

Work Location: In perso

• Process paperwork for Investment products: Seg funds, RESP, RDSP, RRSP’s TFSA’s, Non Registered accounts
• Process and facilitate trades
• Prepping files + Reports and summaries
• Create and manage excel spreadsheets to track and follow ongoing investment related applications and changes
• Handle group plan renewals and quotes
• Scanning all paperwork electronically / Sorting E signatures
• Coordinate with advisors on ongoing projects and task