Investor Services (Winnipeg)

The Role & Key Responsibilities

• Enhance client relationships with exceptional customer service
• Processing financial and non-financial investment transactions
• Respond to phone and email inquiries from Advisors, Dealers, and Fund Managers or Fund Administrators in a timely manner
• Analyze complex issues or requests to determine best course of action
• Producing ad-hoc reports for Fund Managers
• Manage approval process and timelines per Fund Administrator requirements
• Testing application enhancements
• Faxing trade rejects and other requests
• Other duties as assigned
• Flexible work schedule required

Skills Required

• Associate’s or Bachelor’s Degree in Accounting/Finance field preferred
• Knowledge of Fund Administration (Hedge Funds, Mutual Funds, Alternative Products, and back office) is an asset
• Three years’ experience in the Financial Services industry...