Finance Segment Region Liaison responsible for partnering with business colleagues on financial forecasting. Leading project workflow and financial performance expectations across regions.
About the role
- Investment Product Administrator building relationships with financial advisors through seamless service in the investment industry. Handling account updates, processing transactions, and liaising with carriers and fund companies.
Responsibilities
- Follow up on business transactions, NIGO notices, account updates, openings, and processing transfers at a national level.
- Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
- Ensure accurate and timely processing of transactions.
- Identify and correct transaction errors promptly.
- Respond to incoming advisor inquiries promptly.
- Act as a liaison with carriers and fund companies on behalf of advisors.
- Perform other duties as assigned.
Requirements
- Minimum requirement of a High School Diploma, with post-Secondary education preferred.
- Prior experience in the investment industry dealing with Mutual Funds and/or Segregated Funds.
- Previous administrative experience is desirable.
- Proficiency in typing and utilizing computer applications, including the MS Office suite.
- Demonstrated ability to communicate effectively both in written and verbal forms.
- Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.
- Strong attention to detail and excellent problem-solving abilities.
- Excellent time management skills.
Benefits
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
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