<p>Are you a detail-oriented and ambitious professional with a passion for finance and investments? Our client, a well-established private investment and mortgage firm, is seeking an Investment Administrator to join their growing team.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a dynamic, fast-paced environment and enjoys managing multiple priorities while delivering exceptional client service.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p><br></p><ul><li>Provide daily administrative support to the Dealer Representative (DR) and Exempt Market Dealer (EMD) teams.</li><li>Prepare, process, and track account documentation and investment transactions.</li><li>Maintain accurate and up-to-date client files, records, and databases.</li><li>Assist in the preparation of reports, statements, and correspondence.</li><li>Respond to client inquiries in a professional and timely manner (in person, via email, and by phone).</li><li>Liaise with internal departments and external partners to coordinate client requests and troubleshoot account issues.</li><li>Assist with mortgage administration, including preparing mortgage statements, recording transactions, and auditing borrower files.</li><li>Contact borrowers to address issues such as overdue payments, strata arrears, outstanding property taxes, and insurance requirements.</li><li>Administer and maintain investment accounts (RRSP, TFSA, and non-registered portfolios).</li><li>Process investor contributions, transfers, and redemptions accurately and in compliance with policies.</li><li>Reconcile reports and data using Excel and internal systems.</li><li>Contribute to process improvements and support operational efficiency within the department.</li></ul>
<p>This is a great career opportunity to join a well-established market research company, as their first ever Marketing Specialist. This company is a leader in industry-specific market research, and they promote their services to professionals across Canada and the US. </p><p>The company compiles their research findings into a variety of visually appealing reports and presentations. So if you’re a marketer who has an interest in both the art and science of marketing, this could be a great role for you. A background in market research, statistics or analytics would be a strong match for this role. </p><p><br></p><p>The position itself will offer a lot of variety from day-to-day. You will be leading a wide variety of marketing activities, including content creation, email marketing, and increasing presence and engagement through social media. Your target audience will be corporate clients, so experience in B2B marketing will be most suitable for this role. </p><p><br></p><p>This company offers a ‘remote first’ working environment, so you will work primarily from your home office. The team members are primarily in the Vancouver area, and there are period get-togethers with other staff in Vancouver through out the year. Applicants for this role should be living in the Vancouver area, or nearby.</p><p><br></p><p>This role is best suited if you consider yourself a generalist marketer who enjoys doing a wide variety of tasks. Since this is the first time for the company to have a dedicated, in-house marketing person, there is still lots of ‘blank canvas’ and a chance to setup processes and tools from scratch. At the same time, you will be well-supported and you’ll be joining a mature company that has extensive content and marketing assets already available. Your job will be to combine all these ingredients and take their marketing and communications to the next level. </p><p><br></p><p>This is a full-time position, and includes a competitive base salary, paid vacation and extended health and dental benefits. </p><p><br></p><p><strong>How to Apply</strong></p><p><br></p><p>A bit about myself - my name is Nathan Wawruck, and I am a recruitment consultant based in Vancouver, BC. I have over a decade of matching marketing professionals to job opportunities, and I am always looking to connect with like-minded people in the Vancouver area.</p><p><br></p><p>If you're interested in pursuing this role, please apply to this posting online, and contact me for an initial discussion. This is a chance for us to discuss specifics, such as the company name, the key hiring managers, and the more in-depth job requirements. This is also a great opportunity to talk about your overall career goals and preferences. We can even discuss other potential roles which may fit what you're looking for. Please find me on LinkedIn by searching my name: Nathan Wawruck</p>
