18 Sep 2020
Wealth Administrator (Financial Services)
Waterloo, ON

Agilus is recruiting for a Wealth Administrator (financial products) in Waterloo, ON  

 

Accountabilities:

+       Responsible for supporting Tier-1 compliance inquiries within standard guidelines and will ensure that thorough records are maintained by documenting all actions.

+       Action control reports and address issues in at timely manner meeting monitored productivity and quality objectives

+       Help Associate Supervisory Managers with Tier1 supervision follow-ups

+       Communicate with advisors to solve their pending supervisory inquiries

+       Track interactions using on-line systems

+       Provide superior customer service by being proactive in meeting customer needs

+       Assist with department projects and initiatives as needed

 

Requirements:

+       Excellent customer service skills with professional telephone etiquette

+       Background in processing/administration 

+       Knowledge of Wealth and financial products,specifically Mutual Funds

+       Solid analytical and problem-solving skills with the ability to multitask proficiently in a fast-paced performance driven environment

+       Bilingual in French is preferred 

  Able to complete IFIC training. 

+       Open to receiving and incorporating constructive feedback and coaching

+       Handle stressful situations in a calm and professional manner

+       Experience working directly with advisors an asset

 

Other details:

+       Contract length: 6 months with potential for permanent hire

+       Location: Waterloo, ON

+       Industry: Financial Services

 

Apply:

Pleaseapply directly online or submit your resume to Alisha at aalisha@agilus.ca

Weencourage you to visit www.agilus.ca regularlyas new and exciting employment opportunitiesbecome available daily!

Agilus,formerly: Design Group Staffing, Inteqna, Talentcor, LucasWorks!, Lucas ProfessionalSearch Group and Braun Valley Associates.

Accommodationsfor job applicants with disabilities will be provided upon request during therecruitment, assessment, selection and placement process. Alternate format availableupon request.

Keywords: Bilingual,French, customer service, finance, wealth, mutual funds, financial advisor,Canadian securities, processing , administrator  

TC382XP

Job Code 108785

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