TechAlliance of Southwestern Ontario, London Economic Development Corporation
Temporary Investment Specialist in Ontario
Job Description
Join Financial Horizons as a Temporary Investment Specialist for an 18-month period in Kitchener, London, or Halifax. This role is designed for professionals in the financial services industry to implement investment solutions.
You will engage with investment applications, ensuring they meet Service Level Agreements while assisting independent advisors. Your main tasks include data entry into WealthServ and following up on investment transfers. This position allows for independent decision-making in daily tasks and directly influences the performance of the investment team.
Key Responsibilities: • Scrub and verify investment applications thoroughly • Communicate with clients for application completion • Enter data into the WealthServ system accurately • Complete transactions and monitor trade processes • Respond to emails and inquiries efficiently
Requirements: • At least 3 years in the financial services field • Specialized knowledge of Segregated Funds • Pr...
You will engage with investment applications, ensuring they meet Service Level Agreements while assisting independent advisors. Your main tasks include data entry into WealthServ and following up on investment transfers. This position allows for independent decision-making in daily tasks and directly influences the performance of the investment team.
Key Responsibilities: • Scrub and verify investment applications thoroughly • Communicate with clients for application completion • Enter data into the WealthServ system accurately • Complete transactions and monitor trade processes • Respond to emails and inquiries efficiently
Requirements: • At least 3 years in the financial services field • Specialized knowledge of Segregated Funds • Pr...
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