Mutual Funds Administrator
MGM Financial Group is a dynamic and growing Financial Services Company dedicated to delivering exceptional investment solutions. We’re seeking a talented Administrator to support our expanding client base and contribute to our office’s rapid growth. As a valued member of our team, you’ll play a key role in ensuring the seamless execution of transactions, helping us to continue delivering outstanding results for our clients. You must have at least 2-3 years experience working in a Financial Services Company that deals with Mutual Funds, Insurance or Financial Planning. If you’re a motivated and detail-oriented professional looking for a new challenge, we’d love to hear from you.
Key Responsibilities include, but are not limited to:
- Opening and managing new investment accounts, including RRSPs, TFSAs, RESPs, and others
- Preparing and processing various transactions such as deposits, redemptions, and transfers
- Creating and submitting compliance documentation, including Know Your Client (KYC), Know Your Product (KYP), and required disclosures
- Communicating with clients to address inquiries, fulfill requests, and assist with accessing financial information
- Researching and obtaining information from fund companies, ensuring timely follow-up on transactions and client updates or changes
- Supporting fellow administrators in the daily operations of the office
- Maintaining and updating the CRM database with accurate and relevant client information
Required Skills and Abilities:
- Ability to complete tasks and activities in a timely and efficient manner
- Strong verbal and written communication skills
- Exceptional attention to detail, with a focus on accuracy in both numerical and textual information
- Canadian Securities Certificates and/or relevant licensing would be considered an asset
- Computer software knowledge, specifically Microsoft 360
Benefits:
- Collaborative, family-oriented team environment
- Flexible working hours (24-40 hours per week), with options for 4-5 days
- Access to benefits after 3 months of continuous employment
- Competitive salary, commensurate with experience
Job Type: Full-time
Pay: $25.00-$29.00 per hour
Work Location: In person
