Senior Administrator, Investor Services

Overview

Deliver investor support, streamline operations, ensure compliance, enhance client experience.

Key Responsibilities

• documentation
• system expertise
• sales support
• compliance
• client service
• process improvement

Tasks

Reporting to the Manager of Investor Services, the Administrator, Investor Services is responsible for providing a best- in- class investor experience. This is achieved by ensuring that all services delivered meet and exceed Equiton’s high standards. A continuous focus on quality will lead to the identification of process improvements across Client Services to enhance the client experience. -Remain current with industry changes that affect the business and navigate accordingly -Accountability for creation and maintenance of all Investor Services documentation and guides; ensuring details of all department processes and procedures are up-to-date and available for reference, including but not limited to; trades and transactions, customer account processing, changes to client accounts and information, customer FAQs, etc. -Liaise and maintain strong relationships with internal departments and external partners -Maintain deep expertise on internal systems and processes as well as external industry-based platforms and software used by partner firms -Support the sales team on sales execution by providing active day to day updates on deal submissions, required documentation, transfer updates, status of funds and deal finalization -Reducing operational risk to the company by ensuring compliance and security measures are in place and documented -Provide ongoing professional support to internal and external sales teams, the firms outside advisor network, and the firm’s clients -Prioritize client satisfaction and ensure a consistent level of impeccable service is provided across the department -Communication and provide customer feedback to Sales team members, compliance, operations, and IT in order to proactively create efficiencies, improve quality and focus on continuous improvements to our customer experience -Elevate and enable the Sales team to focus further on capital raise efforts and less on administrative tasks -Safeguard consistency of operations through detailed operating guides and proactive cross-training of team members -Lead the continuous improvement of internal processes, systems, and service

Requirements

• ms office
• 5 years
• investment plans
• policy knowledge
• communication
• relationship building

What You Bring

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role. These are not tests of intelligence or experience, they simply help us understand how you work best. -Demonstrated process improvements and leveraging technology to streamline work flows -Solid understanding of registered investment plans, such as RRSP, LIRA, RRIF, TFSA and exempt market -Proficiency in MS Office Suite -Minimum of 5 years of client service in the investments field with emphasis on direct client interactions and resolution -Exceptional knowledge of policy, procedures, all transaction types, and product offerings -A Behavioural Assessment (5–10 minutes, untimed) to understand your work and communication style. -Administrative experience in the investments/financial industry including an understanding of various accounts and transactions -A Cognitive Assessment (12-minute timed) to measure learning and problem-solving abilities. -Well-versed in securities transfers and estate settlement processes -Proven experience in building and managing relationships with advisors and customers in the investment/ private equity industry -Excellent prioritization, organizational and multi-tasking skills

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Benefits

We’re an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We’re happy to help.

About Equiton Inc

-They manage both investments and day-to-day resident experiences, winning awards for resident satisfaction. -The company focuses on mid-rise condo developments, multi-residential rental communities, and commercial income properties. -Equiton Developments is known for thoughtfully designed, livable condos in vibrant neighborhoods, expanding from GTA into Edmonton and Niagara. -In-house teams handle acquisitions, capital improvements, and ongoing property management to maximize value and returns.

Sector Specialisms

Interview Process

-complete a predictive index behavioural assessment (5–10 minutes, untimed). -complete a predictive index cognitive assessment (12 minutes, timed).