Business Administrator – Investment Operations

Job summary

Support Investment Advisors and management with daily administrative and operational activities. Assist with account openings, transfers, transactions, account updates, and accurate processing of client documentation.

Job details

Location: Argosy Securities, Richmond Hill, ON Job Type: Full-Time, Permanent Salary: $45,000–$55,000 per year Build Your Career in the Investment Industry We are looking to grow our team. This is more than a general administrative position. You'll gain hands-on experience with the day-to-day operations of a securities dealer, working with Investment Advisors, clients and industry partners while developing practical knowledge of investment accounts and the Canadian financial services industry. For someone who has completed the Canadian Securities Course (CSC) and is looking for an opportunity to get their foot in the door and build a career in the investment industry, this is an excellent place to start. Why Join Argosy?. · Grow Your Career · Learn From Experienced Industry Professionals · Take Ownership of Your Work · Work in a Collaborative Environment · Maintain Work-Life Balance What You'll Do · Supporting Investment Advisors and management with day-to-day administrative and operational activities. · Assisting with new account openings, transfers, transactions and account updates. · Reviewing and processing client paperwork and documentation accurately and efficiently. What We're Looking For · CSC completing and registration · Previous experience in financial services, investments, banking or wealth management is preferred. · Good written and verbal communication skills. · Ability to manage multiple requests and follow tasks through to completion. Take the Next Step Apply today to join a dual registration firm Ability to commute/relocate: Richmond Hill, ON – reliably commute or plan to relocate before starting work. Licence/Certification: currently licensed as a DR or licensed Asst. Work Location: In person

What you’ll do

Support Investment Advisors and management with daily administrative and operational activities. Assist with account openings, transfers, transactions, account updates, and accurate processing of client documentation.

Requirements

Completion of the Canadian Securities Course (CSC) and registration are requested, and current licensing as a dual registrant or licensed assistant is also mentioned. Previous experience in financial services, investments, banking, or wealth management is preferred, along with strong communication and task-management abilities.

Listed skills

• Customer service · Preferred
• written communication · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Multitasking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative Support
• Investment Operations
• Account Opening
• Account Transfers
• Transaction Processing
• Account Maintenance
• Document Review
• Attention to Detail
• Written Communication
• Verbal Communication
• Task Management
• Multitasking
• Client Service
• Investment Advisor Support

Job areas

• Finance & Accounting
• Administrative