Our client, a leading financial institution, is looking for a Mutual Fund Administrator to join their team on a contract basis with the possibility of an extension.
Responsible for working processing all unit-holder transactions for both registered and non-registered products. Responds to account inquiries, identify and resolve issues/and problems
and provide administrative support for internal advisory channels.
Process all transaction types with a high level of accuracy
Verify proper paperwork is received and complete and ensure follow-up takes place for any outstanding issues
Process all financial and non-financial orders
Analyze account problems and question transactions
Take initiative with problem solving and coming up with solutions
Knowledge and Experience:
Some college education required
2 years industry experience
Experience in a specialty role (registered products, RESP, RIF, TFSA, Estates or Adjustments ) - would be an asset
Canadian Securities Course (CSC) or Investment Funds In Canada (IFIC) Mutual Funds - would be an asset
Skills and Competencies:
Knowledge of processing transactions for RRSP, RESP, RRIF and TFSA products
Understanding of tax consequences for registered plans and non registered accounts
Experience in dealing with external dealers, fund companies and various government bodies
Experience with Unitrax, Onyx, Portfolio Control - would be an asset
Interested candidates can apply directly to Meredith Fulton online at www.thingamajob.com
Thank you for your application, however only candidates who meet the minimum requirements will be contacted.
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Knowledge of Registered Products, Experience reviewing Legal Documents