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Investment Services Administrator

Type: Permanent
Compensation: C$50k - C$55k / year
Location: Hamilton

Investment Services Administrator

$50,000 – $55,000/year

Hamilton, ON

Onsite

ABOUT US

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, and Operations. We partner with organizations across Canada—ranging from growing SMEs to national corporations—to support their permanent, temporary, and contract hiring needs.

Our client is a well-established financial services organization known for its strong advisor support, collaborative team environment, and commitment to exceptional client service. They are looking for an Investment Services Administrator to join their fast-paced Investment Services Division.

This is a fantastic opportunity for someone looking to grow their career in the financial services industry while working in a supportive, professional, and fun environment.

THE ROLE

As the Investment Services Administrator, you will play a key role in supporting Independent Financial Advisors by processing investment transactions, providing exceptional client service, and ensuring administrative accuracy. You’ll work closely with internal teams, external providers, and advisors to keep workflows running smoothly. This role requires excellent attention to detail, problem-solving skills, and the ability to manage high volumes of information in a fast-paced environment.

ADVANTAGES

  • $50,000 – $55,000, based on experience
  • Monday–Friday, 9 AM–5 PM, one-hour lunch.
  • Full-time, permanent position
  • Supportive leadership and collaborative team culture
  • Open-concept office with collaborative, high-interaction environment

RESPONSIBILITIES

  • Process segregated fund and mutual fund investment transactions
  • Respond to inquiries from advisors, clients, and prospective clients with professionalism and accuracy
  • Maintain a strong understanding of investment products and services offered
  • Manage follow-up systems for inquiries, trades, complaints, and problem resolution
  • Identify administrative errors and recommend appropriate solutions
  • Interact with external service providers to ensure accurate and timely processing
  • Conduct outbound calls when additional clarification is required
  • Coordinate the distribution of new product information and investment bulletins
  • Prepare annuity illustrations for advisor support
  • Ensure all required forms and documentation for account openings, deposits, and investments are available and up to date
  • Provide backup coverage for colleagues as needed
  • Assist with general administrative duties and other tasks as assigned

REQUIREMENTS

  • 1–3 years of experience in financial services (mutual funds, insurance, investments, advisor support), banks, MGA carriers, mutual fund companies, or dealer experience preferred.
  • Strong analytical, problem-solving, and investigative skills.
  • High attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Customer-service oriented with the ability to manage multiple stakeholder relationships.
  • Ability to thrive in a high-volume, fast-paced, regulated environment.
  • Self-starter, accountable, team-oriented, and motivated to work collaboratively.
  • Comfortable in an open-office environment with high interaction; in-office Monday–Friday.
  • Proficient with computer systems, digital navigation, and Microsoft Office.
  • Ability to work independently as well as part of a team.

#INDSTRIVEON

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