Mutual Fund Administrator
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Location: Windsor ON
Salary: $20 - $22/HR
We are seeking a skilled and detail-oriented Mutual Fund Administrator to join our team in WindsorON. This role is ideal for an experienced professional in the financial industry who enjoys balancing reception administrative and trade support responsibilities in a client-focused environment.
Key Responsibilities:
- Greet clients and answer incoming phone calls in a professional welcoming manner
- Respond promptly to client inquiries by phone and email
- Perform general office duties including mail sorting filing and organizing
- Process and verify mutual fund orders for accuracy and completion
- Prepare representative paperwork for trades
- Prepare and deliver deposits to the bank
- Manage invoices and track payments
- Maintain and order office supplies as needed
Qualifications:
- Canadian Mutual Investment Funds Licence (asset)
- 3 years of experience in the financial industry
- Strong organizational and detail-oriented skills
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office Suite and general office software
- Ability to maintain confidentiality and professionalism at all times
How to Apply: Please send your resume to
Key Skills
- ENT
- Economics
- Apps
- Freelancing
- Management Administration
