Active Wealth Management Hiring for Data Processor at Belleville, ON Full Time

Role Responsibilities

• Participate in and assist with ensuring that all investment-related transactions are accurately recorded in the investment administration database and settle in the market in a time manner and in accordance with compliance.
• Assist in the daily investment administration operational activities and workflow
• Investigate and/or resolve trade settlement issues
• Handle/facilitate the resolution of escalations and issues by thoroughly investigating situations, identifying solutions and recommending appropriate course of actions; collaborates with other team members
• Process insurance business
• Develop, service and manage the client relationships through continuous communication
• Professionally respond & assist clients with their requests for information, policy changes etc
• Administer new business and communicate with advisors & clients to keep them informed of where they are at in the underwriting process
• General Administration

Required Qualifications & Experience:

• College diploma in Office Administration or Business Administration
• Experience in a financial services industry
• Min of 2 years of office experience
• Demonstrated experience in Word and Excel at an Intermediate level. Previous experience working with a variety of software programs and databases

Special Skills:

• High attention to detail
• Have an exceptional client focus, understanding the client’s perspective, anticipate clients concerns and deal with in advance
• Strong organizational, time management, communication and priority setting skills in order to meet deadlines
• Well-developed math skills

• Ability to work in a fast-paced environment

Job Types: Full-time, Permanent

Salary: $37,000.00-$42,000.00 per year

Schedule:

• Monday to Friday

Experience:

• Data Entry: 1 year (preferred)

Work remotely:

• No