Investment Administrator

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Located in Sarnia, ON

Salary: $20.00/hour

Job summary: A Sarnia investment firm is seeking an investment administrator to join their team. Key responsibilities will include:  

  • Answering client calls and emails 
  • Booking appointments
  • Preparing and filing client paperwork
  • Calculating KYC risk tolerance 
  • Preparing for client review meetings (agendas, reports, paperwork, etc.)
  • Client tracking using Excel and office software (database, weekly/monthly/quarterly/annual reports, GIAs, LSFs, seg. funds, RESPs, RRIFs, etc.)
  • Providing support for client transactions 
  • Tracking and processing GICs 
  • Preparing insurance renewal quotes and client renewal letters
  • Assisting with preparing tax files 
  • Assisting with marketing efforts such as social media, website, newsletter, and events 

Location: Sarnia, ON

Position type: Full-time, evaluation hire 

Pay: $20.00/hour

Schedule: Monday-Thursday, 9:00am-4:30pm and Friday, 9:00am-4:00pm (approximately 25 hours/week to start)

Qualifications:

  • Mutual funds license
  • Insurance license is an asset 
  • CFP designation or interest in attaining is an asset 
  • Experience with Microsoft Office 365

Ways to apply:

Benefits available to Express associates:

  • Medical benefits
  • Referral bonuses
  • Reward programs
  • Career training and development resources
  • Scholarship program
  • National retailer discounts

About Express Employment Professionals:

Founded in 1983, Express today employs more than 550,000 people across over 800 franchise locations worldwide. Our long-term goal of putting a million people to work is at the heart of our company's vision: to help as many people as possible find good jobs by helping as many clients as possible find good people. The Sarnia Express Employment Professionals franchise began operation in 2006 and serves Sarnia-Lambton and surrounding areas with temporary staffing, contract workers, and direct hire placement in a variety of fields, including professional, skilled trades, office services, and light industrial. Our ISO certified office has grown steadily, placing more than 6,000 people with local businesses at no cost to job seekers. Express is proud to be a Certified Military Friendly Employer through Canada Company and to have received ClearlyRated's 2020 Best of Staffing Client and Talent awards based on the satisfaction of our clients and associates.

To keep up with our open jobs, download the ExpressJobs app: www.expresspros.com/expressjobs, visit our website: www.expresspros.com/sarniaon, and follow us on Facebook: www.facebook.com/expresssarnia, Twitter: www.twitter.com/expresssarnia, LinkedIn: www.linkedin.com/company/expresssarnia, and Instagram: www.instagram.com/expresssarnia

For a complete listing of all open positions, visit www.expresspros.com/sarniaon/job-openings.aspx

Express Office: Sarnia
347 Christina Street North
Sarnia, ON N7T 5V6
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