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 into internal systems Process trade orders and ensure all documentation is complete Submit trade confirmations and fund transfers to investment companies Track pending transactions and resolve discrepancies promptly

Document Management&Compliance

Organize and maintain digital and physical client files Scan, index, and store compliance materials in accordance with CIRO requirements Maintain audit‑ready records and internal tracking lists Ensure all paperwork meets regulatory and firm standards

Office&Advisor Support

Assist advisors with administrative projects and client correspondence Maintain workflow lists and internal task management Support day‑to‑day office operations to ensure a smooth client experience

Technology You’ll Use

Microsoft 365 (Word, Excel, Outlook, Teams) NaviPlan– financial planning software Morningstar Advisor Workstation – investment research and portfolio tools Microsoft Dynamics CRM – client management Investment dealer and fund company platforms What We’re Looking For

Required Skills&Experience

Strong proficiency in Microsoft Word, Excel, and Outlook Excellent written and verbal English communication Exceptional attention to detail and accuracy Ability to manage multiple priorities in a fast‑paced environment Skilled, discreet, and trustworthy with confidential information Preferred (Assets)

Experience in financial services, insurance, or investment administration Familiarity with mutual fund paperwork and compliance processes Previous administrative or client service experience Personal Qualities That Matter

Organized and process‑driven Reliable and accountable Calm under pressure Client‑first mindset Strong sense of responsibility and initiative Compensation&Benefits

Salary: $55,000– $65,000 plus performance bonus Paid vacation and professional development support Education and licensing support On‑site parking Location

Tecumseh, ON N8N 4W5– reliable commute required Work Setting: In person Language: English (required) Application Process

Resumes will be reviewed beginning June 1, 2026. Only candidates selected for an interview will be contacted.

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