Investment Administrator (Tecumseh)

Investment Administrator – Financial Services

Financial Services Office – Tecumseh, ON
Salary: $55,000 – $65,000 + performance bonus
Job Type: Full-time, In-person

About Us

We are a growing financial planning firm specializing in mutual funds, retirement planning, and insurance solutions. We are committed to delivering exceptional client service and thoughtful financial guidance that helps individuals and families achieve long-term success.

What You’ll Be Doing

• Client Service & Meeting Support
  • Coordinate and schedule client meetings and portfolio reviews
  • Prepare meeting packages, trade forms, applications, and compliance documentation
  • Communicate professionally with clients via phone and email
  • Follow up on outstanding client requests and required paperwork
• Trade & Account Administration
  • Accurately enter client information and investment transactions in...

Ready to Apply?

Submit your application today and join our talented team at Assistant to William Wasyluk.