Job Description
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: $20.00-$28.00 per hour
Work Location: In person
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: $20.00-$28.00 per hour
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Mutual Funds Administrator position is now open for candidates interested in the Finance sector. This role in Burnaby offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
