Job Description

Investment Administrator

Westboro Mortgage Investment Fund

Ottawa, ON

We are seeking a talented Investment Administrator to work in our Ottawa head office on a hybrid basis. The primary purpose of this position is to provide support to the Finance team and the Vice-President Sales - Funds with investor-related tasks and filings.

Reporting to the Senior Controller, the Investment Administrator will be responsible for investor-related reporting, regulatory filings, reviewing subscription agreements, and maintaining accurate records in our Exempt Market Dealer software.

Skills & Experience

Minimum of 4 years experience in financial/investor transaction processing and related customer service. A post-secondary diploma/degree ideally in Commerce, Business Administration or related experience required. Excellent analytical, communication and organizational skills Problem solver with an ability to multi-task Team player with a positive approach to collaborate with colleagues, open to taking additional tasks to support the vision to achieve overall corporate goals and objectives. Experience in Mortgage lending is an asset.
Job Duties and Responsibilities

Manage pipeline of new purchases and review direct and indirect investor sub-agreements to ensure completeness and accuracy. Prepare monthly reports to trustees, investors, and advisors. Prepare compliance filings with the Ontario Securities Commission and other regulatory bodies. Enter and review investor purchases and redemptions in Exempt Market Dealer software. Effectively communicate with investors, advisors, and other parties to assist inquiries as needed. General administrative duties such as saving documents, relevant investor information, and account changes. Manage inbound and outbound calls and emails. Other duties as assigned.
We offer an excellent work environment with like-minded professionals, competitive compensation which includes a benefit plan and excellent career development potential. We are looking forward to reviewing your application.

We are committed to promoting accessible recruitment as outlined in the Accessibility for Ontarians with Disabilities Act. We will attempt to accommodate persons with a disability in an appropriate and effective manner throughout all stages of the recruitment process. Accommodations will be provided upon request.

Job Type: Full-time

Pay: $60,000.00-$65,000.00 per year

Benefits:

Dental care Employee assistance program Extended health care On-site parking Paid time off
Work Location: Hybrid remote in Ottawa, ON K1Z 6X3

Expected start date: 2025-09-08