Senior Administrator, Investment Operations

at  Coast Capital Savings

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.
Senior Administrator, Investment Operations
Jul 15, 2024
Location(s): Help Headquarters
Job Type: Full Time
myWork Options: Hybrid
Starting Salary Range: $49k - $56k

WHO WE ARE LOOKING FOR?

• 1 – 3 years of Job-Related experience.
• Knowledge regarding estate accounts, registered and non-registered investment products and related tax issues.
• High School Diploma/Grade 12.
• Working knowledge of Microsoft applications (Excel, Word, and Outlook).
• Team player who can work under pressure.
• Proficient ability to deal with shifting priorities, multi-tasking, problem solving and the ability to initiate action and use logical process.
• Self-starter, good judgement, organized, attention to detail, ability to work independently, flexible, and vision to see the long-term implications of short-term decisions are necessary attributes.
• Aptitude for learning new technologies and/or applications.
• Excellent communication skills.

• Prioritizes administrative duties accurately and appropriately to meet applicable time frames and deadlines. These duties may include balancing; reconciliation; settlement; transaction processing; paperwork validation; contracting and preparation of reports; liaising with lawyers.
• Responsible for the accurate and efficient maintenance of all estate related paperwork to protect CCS from liability during estate disputes. Files must be maintained in accordance with regulations imposed by MFDA and CRA with risk of penalty for non-compliance.
• Provides solutions to telephone, email, and written inquiries from our customer group, utilizing strong knowledge on banking, lending and investment products, services, policies, procedures, and back-office systems.
• Maintain strong relationships with outside business contacts, colleagues, and customers, to ensure clear communication and ensure the members are provided with the service they require. Respond promptly and courteously to all work-related inquiries and problems; take responsibility/ownership for the resolution of an issue; keep all parties informed as to status; recognize when situations need to be escalated. Resolve issues to mutual satisfaction ensuring a positive service experience.
• Identify areas that need improvement and present ideas to achieve desired results.
• Keep abreast of changes in policies and procedures affecting the successful operation for the Investment Operations area.