Mortgage and Banking Investment Administrator for Fantastic Team in Langley, Spectacular Offices, Long-Term Opportunity!
Our client, a long-standing professional firm, is looking for an Investment Administrator to join their busy team. This person will assist the management team by providing guidance to clients directly and support to the team. This is a dynamic and forward thinking team who pride themselves on their personalized service and inviting work culture. Work close to home in this beautifully restored office space and continue your career in a challenging position!
- Meeting with clients and assisting with new accounts
- Completing investment forms and documentation
- Processing investment purchases in internal system
- Handling all client investment information
- Providing general administrative support to senior investment team
- Issuing cheques / deposits / online banking
- Administrative duties (faxing, filing, mail sorting, cheque deliveries)
- Processing of spreadsheets
- Investment Accounting would be a nice to have
As the ideal candidate for this position you have a minimum of five years of former retail banking experience in both mortgages and mutual funds. You also possess solid knowledge of securities, finance, mortgages and investments. As this role will also require a great deal of administrative work you have strong organization skills and are proficient in MS Office programs and knowledge of Simply Accounting would be nice. We are looking for a pleasant personality, good sense of humor, engaging manner, and exceptional customer service skills. This is a great role for someone who enjoys liaising with clients and being a part of a family-like business!
What’s in it for you?
Competitive base salary commensurate with experience; plus a significant annual discretionary bonus and three weeks’ vacation to start. This is an opportunity to join a close-knit team and take on a variety of duties.
Is this you?
Please apply online @ https://expertrecruiters.secure.force.com/ExpertRecruiters with your resume and cover letter to the attention of Candace Amirault, Sr. Talent Executive or Darcia Bower, Managing Director, quoting reference #2676-CA, if you have already met a member of our team and are interested in this role please call or email us asap.
Expert Recruiters locally established staffing and consulting firm with a national reach; established in 1999 by its Managing Director Darcia Bower, who has over 20 years’ experience helping clients and candidates reach their goals. Expert Recruiters takes great pride in providing a more personal, boutique style staffing and recruitment agency experience. From the moment you walk through the door, you’ll recognize that Expert Recruiters provides a warm and welcoming environment for both our candidates and our clients, with all of our applications treated with the strictest of confidence.
About Expert Recruiters
Expert Recruiters takes great pride in providing a more personal, boutique style of staffing experience. From the moment you walk through the door, you'll recognize that Expert Recruiters prov...