Senior Administrator, Investor Services

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.

• Provide ongoing professional support to internal and external sales teams, the firms outside advisor network, and the firm’s clients
• Liaise and maintain strong relationships with internal departments and external partners
• Remain current with industry changes that affect the business and navigate accordingly
• Maintain deep expertise on internal systems and processes as well as external industry-based platforms and software used by partner firms
• 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.
• 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
• 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
• Lead the continuous improvement of internal processes, systems, and service
• Reducing operational risk to the company by ensuring compliance and security measures are in place and documented
• Safeguard consistency of operations through detailed operating guides and proactive cross-training of team members
• Prioritize client satisfaction and ensure a consistent level of impeccable service is provided across the department

These are not tests of intelligence or experience, they simply help us understand how you work best.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

• A Behavioural Assessment (5–10 minutes, untimed) to understand your work and communication style.
• Proficiency in MS Office Suite
• Well-versed in securities transfers and estate settlement processes
• Strong oral and written communication skills complimented by strong interpersonal skills
• Demonstrated process improvements and leveraging technology to streamline work flows
• A Cognitive Assessment (12-minute timed) to measure learning and problem-solving abilities.
• Exceptional knowledge of policy, procedures, all transaction types, and product offerings
• Proven experience in building and managing relationships with advisors and customers in the investment/ private equity industry
• Administrative experience in the investments/financial industry including an understanding of various accounts and transactions
• Excellent prioritization, organizational and multi-tasking skills
• Minimum of 5 years of client service in the investments field with emphasis on direct client interactions and resolution
• Solid understanding of registered investment plans, such as RRSP, LIRA, RRIF, TFSA and exempt market

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.