We are currently recruiting for an Investment Administrative Assistant to join a well-established financial services firm located in beautiful Fraser Valley, BC. This is an excellent opportunity for a detail-oriented professional seeking to advance their career in investment administration within a supportive and collaborative team environment.

Position: Investment Administrative Assistant

Location: Fort Langley, BC

Employment Type: Full-time, Permanent

Salary: $70-90K

Work Arrangement: In-office

Key Responsibilities:

• Process investment transactions, including mutual funds, segregated funds, and GICs, ensuring accuracy and compliance with industry regulations.
• Maintain and update client records, ensuring all documentation is complete and filed appropriately.
• Coordinate with financial advisors to prepare for client meetings, including compiling necessary reports and documentation.
• Respond to client inquiries in a professional and timely manner, providing information and resolving issues as needed.
• Assist in the preparation and processing of new account applications and other client documentation.
• Ensure compliance with internal policies and external regulatory requirements.
• Participate in team meetings and contribute to the continuous improvement of administrative processes.

Qualifications:

• Minimum of 2 years of experience in an administrative role within the financial services industry, preferably in investments.
• Strong understanding of investment products and regulatory requirements.
• Proficiency in Microsoft Office Suite and experience with investment management software.
• Excellent organizational skills and attention to detail.
• Strong communication skills, both written and verbal.
• Ability to work independently and collaboratively within a team.
• Professional demeanor and commitment to providing exceptional client service

This role offers the opportunity to be part of a reputable firm known for its commitment to excellence and client satisfaction. The successful candidate will benefit from a supportive work environment and opportunities to grow your skillset.

If you are a dedicated administrative professional with a passion for the financial services industry, we encourage you to apply. Only those in the local area will be considered at this time. We thank all that apply.