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Investment Administrator Jobs

Investment Management Administrator Jobs
By Trinity Family Wealth Advisors At Peterborough, Ontario, Canada
11. Experience working in investment/wealth management back office or compliance is preferred.
5.Excellence – loves to exceed expectations, desires to continually improve their skills, abilities, and deliverables.
Knowledge and/or experience in exempt market segment is preferred.
Location: Hybrid – Remote & Downtown Peterborough office
Summary of Duties and Responsibilities
Manage Trinity’s client onboarding process, including drafting personalized client welcome letter.
Portfolio Analyst / Investment Administrator / Sales And Marketing Associate
By Schwaben Capital Group Limited At Toronto, Ontario, Canada
Assisting with portfolio management, including financial planning, investment research, trading, and rebalancing.
Experience with CRM applications. Zoho One experience is of great benefit
Undergraduate degree related to business/finance, computer science, engineering, or Information Technology
Experience using Facebook and LinkedIn and other social media platforms
Experience in the financial services or sales sector
Experience with corporate Facebook and LinkedIn accounts
Portfolio Analyst / Investment Administrator
By Schwaben Capital Group Limited At Toronto, Ontario, Canada
Assisting with portfolio management, including financial planning, investment research, trading, and rebalancing.
Experience with CRM applications. Zoho One experience is of great benefit
Undergraduate degree related to business/finance, computer science, engineering, or Information Technology
Experience using Facebook and LinkedIn and other social media platforms
Experience in the financial services or sales sector
Experience with corporate Facebook and LinkedIn accounts
Investment Administrator Superstar Jobs
By Griffith & Associates Financial & Estate Planning Services Ltd. At Calgary, Alberta, Canada
Knowledge & experience of industry legislation, rules and requirements.
Experience working within financial services advisory firm and executing trading orders is required.
Salesforce experience is an asset.
Canadian Securities Course or IFIC (mandatory)
Provincial Life Insurance license, including Accident & Sickness. (preferred but not mandatory)
University degree or College diploma. (preferred but not mandatory)
Investment Representative Jobs
By Robertson & Company Ltd. At Ontario, Canada
Proven track record of investment sales and client relationship management
Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
Strong communication and presentation skills
Identify, source, and secure potential investors for mortgage fund trust.
Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
Investment Rotational Program (Toronto)
By OMERS At Toronto, Ontario, Canada
Strong research, problem-solving and project management skills, self-motivated with a strong work ethic and high level of attention to detail.
Strong leadership skills, with a commitment to collaborative sharing of knowledge in a collegial environment.
Strong analytical, quantitative and financial modeling skills.
Excellent interpersonal skills, with strong written and verbal communication skills.
Rotational placements may be subject to change to ensure they align with business priorities
Conducting financial analysis, modelling and due diligence
Wealth Management / Financial Investment Sales Administrator – Toronto, Ontario
By Equiton Inc At Greater Toronto Area, Canada
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Drive strong sales by providing the Senior Associate timely, accurate and efficient support
Identify and schedule meetings and events for our sales team including logistical details
Investment Partner Jobs
By Enigmatic Ventures At Canada

Job Description Summary The principle functions include investment analysis, due diligence, investment recommendation, investment monitoring, and fund reporting. Job Skills & Abilities Ability to ...

Wealth Management / Financial Investment Sales Administrator - Toronto, Ontario
By ClickJobs.io At Toronto, Ontario, Canada
Strong MS Office skills (Word, Excel, Outlook, PowerPoint) Education and Experience:
Ad hoc tasks and special projects as assigned Required Skills and Abilities:
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Investment Principal Jobs
By Invest Nova Scotia At Halifax, Nova Scotia, Canada
Five to 10 years of relevant work experience.
Experience at a venture capital firm or in an operating role at a start-up.
Generating deal flow by proactively identifying attractive seed and early stage investment opportunities.
Leading all aspects of the investment process, including screening opportunities, due diligence approvals, and deal closing.
Preparing internal documents and presenting investment opportunities to the investment committee.
Supporting portfolio companies, helping them accelerate their growth, achieve milestones and secure additional financing.
Director, Investment Jobs
By dentsu At Toronto, Ontario, Canada
Managed and conducts team’s goal setting and annual performance appraisals.
Grows the sophistication of the team’s media knowledge, expanding into data and technology through workshops and training seminars.
Drives Media Brand and client adoption of DAN capabilities, e.g. The Story Lab, Dentsu Data Labs, Cardinal Path, ICUC, etc.
6+ years of media planning and/or buying experience focused on Broadcast Channels and 3+ years experience leading a team.
Experience with driving change and ability to think innovatively in developing and executing changes to processes and ways of working.
Previous experience with support new business efforts at the Network or brand level.
Investment Specialist Jobs
By CIBC At Calgary, Alberta, Canada
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
What You Need To Know
Investment Specialist Jobs
By CIBC At Surrey, British Columbia, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Delta, British Columbia, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Specialist Jobs
By CIBC At Winnipeg, Manitoba, Canada
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know

Are you looking for an exciting opportunity to join a dynamic team of investment professionals? We are seeking an Investment Administrator to join our team and help manage our portfolio of investments. You will be responsible for ensuring accurate and timely processing of all transactions, as well as providing support to our investment team. If you have a passion for investments and a keen eye for detail, this could be the perfect job for you!

An Investment Administrator is responsible for providing administrative support to the investment team. This includes managing the day-to-day operations of the investment portfolio, ensuring accuracy of data, and providing timely and accurate reporting. They must also be able to identify and resolve any issues that arise. To become an Investment Administrator, you must have a bachelor’s degree in finance, accounting, or a related field. You must also have strong analytical and problem-solving skills, as well as excellent communication and organizational skills. Experience in the financial services industry is also beneficial.

Investment Administrator skills required for your resume and career include:

• Knowledge of financial markets and investment products
• Strong analytical and problem-solving skills
• Excellent communication and organizational skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Ability to manage multiple tasks and prioritize workload
• Knowledge of financial regulations and compliance
• Ability to interpret and analyze financial data

Investment Administrator knowledge for your resume and career include:

• Understanding of financial markets and investment products
• Knowledge of financial regulations and compliance
• Familiarity with financial software and databases
• Understanding of financial analysis and reporting
• Knowledge of portfolio management and risk management
• Understanding of financial instruments and derivatives

Investment Administrator responsibilities for your resume and career include:

• Managing the day-to-day operations of the investment portfolio
• Ensuring accuracy of data and providing timely and accurate reporting
• Identifying and resolving any issues that arise
• Monitoring market trends and making recommendations
• Analyzing financial data and preparing reports
• Developing and implementing investment strategies
• Maintaining client relationships

Investment Administrator experience for your resume and career include:

• Experience in the financial services industry
• Experience in portfolio management and risk management
• Experience in financial analysis and reporting
• Experience in developing and implementing investment strategies
• Experience in client relationship management

Investment Administrator qualifications for your resume and career include:

• Bachelor’s degree in finance, accounting, or a related field
• Professional certifications such as CFA, CFP, or CPA
• Knowledge of financial markets and investment products
• Strong analytical and problem-solving skills
• Excellent communication and organizational skills

Investment Administrator educations for your resume and career include:

• Bachelor’s degree in finance, accounting, or a related field
• Professional certifications such as CFA, CFP, or CPA
• Courses in financial markets and investment products
• Courses in financial analysis and reporting
• Courses in portfolio management and risk management

Tools that help Investment Administrators work better include:

• Financial software and databases
• Spreadsheet software such as Microsoft Excel
• Financial analysis and reporting software
• Portfolio management and risk management software
• Client relationship management software

Good tips to help Investment Administrators do more effectively include:

• Stay up to date on financial markets and investment products
• Develop strong analytical and problem-solving skills
• Maintain excellent communication and organizational skills
• Prioritize tasks and manage multiple projects
• Understand financial regulations and compliance

Common Investment Administrator interview questions include:

• What experience do you have in the financial services industry?
• How would you handle a difficult client situation?
• What strategies have you implemented to manage risk?
• How do you stay up to date on financial markets and investment products?
• What techniques do you use to analyze financial data?