Job Description

About the BridgGroup of Companies:

The Bridg Group of Companies (TBGOC) has been in business for over 20 years and provides exceptional consumer services in the Financial and Real Estate world.

Our mission is to change lives one client at a time and to be the home of all your financial needs!

We aim to foster a culture of caring and accountability. Caring for our clients and employees in a team working environment. As a company we focus on working on diversified services that allow each client to reach their financial goals. But we also aim to ensure that our team experiences personal growth in their careers by offering ongoing training and development opportunities.

Position:

Investment Administrator/Coordinator

Expected Start Date:

As soon as possible

Salary:

$45,000 to $55,000

+

performance-based bonuses

Benefits:

10 Days Paid Vacation Days 3 Paid Employee Sick Days Quarterly Bonuses Group Benefits Weekly ongoing Professional Development Employee Social Events Complimentary Breakfast, Lunch, Snacks and Beverages

Responsibilities:

Responsible for reaching daily administrative deadlines and ensuring compliance is completed on all investment & consulting files Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible Responsible for making sales calls for Investment Division, collecting all supporting documents for client investments Responsible for completing all investors forms, deposits and redemption requests Ensure that current and potential investors are kept up to date regarding policy changes and the status of their portfolio(s) Responsible for doing all data entry for the investment division in our Raisr Portal & Customer Relationship Management database Verify information and uphold internal controls, ensure divisional databases are updated consistently Work closely with internal and external partners, supporting day-to-day operations and inquiries Manage incoming and outgoing Investment's mail to ensure all service standards are met Responsible for analysis and maintenance of all divisional financial data and accuracy of content (electronically and in the physical file) Maintain open communication and a strong relationship with the trust company and lawyers Effectively resolve any issues, questions or complaints as they pertain to investments Ensure a high level of client satisfaction and a timely response to customer inquiries Keep abreast of all policies, laws, and procedural changes in the industry Responsible for weekly, monthly and yearly excel reporting and updating trackers Responsible to complete year end audit Assist in setting new sales meeting in calendar, shared drive & marketing packages for new prospects from new leads coming in from our Sales Team Must be willing and able to assist the Sales Manager with new Investment Workshops Must be available evening and/or weekends about 6 to 12 times a year for shift changes to be present at Investment Workshops

Qualifications:

Must have minimum

2 years' experience

in financial administration or related field Must be advanced in Excel and can work with numbers and data Experience with Registered Plans (RRSP, RIFS', LIFS's, LIRA, RESP, TFSA) will be considered an Asset Working with Olympia Trust and/or other Trust companies for documentation filing will be considered an Asset Knowledge of mortgage applications and processes of Mortgage Investment Corporation (MIC) will be considered an asset Post-secondary degree/diploma in a related field required preferably in Finance, Accounting or Investments would be considered an asset Experience in investment or banking industry and sales will be considered an asset Works well both independently and in a team environment; demonstrates flexibility, adaptability, and a positive attitude in managing shifting priorities in a fast-paced setting. Must have excellent auditing, financials, and decision makings skills Must be a great problem solver with all disputes and must find quick and cost-effective resolutions for the company Must be a great negotiator and be able to find solutions and options in the best interest of all parties Must own a vehicle and have access at all times

Work Schedule:

Monday & Saturday -- 9:00 AM to 5:30 PM Tuesday to Thursday -- 12.30AM to 9:00PM Friday & Sunday -- Off
The Bridg Group of Companies is an equal opportunity employer, and we strive to provide a culturally diverse workforce. We will not discriminate based on race, creed, color, national origin, age, sex, religion, marital status, sexual orientation, or disability. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

Job Type: Full-time

Pay: $45,000.00-$55,000.00 per year

Application question(s):

This position requires a vehicle, do you have a personal vehicle or a vehicle you can use every day for work?
Experience:

Investment banking: 3 years (required)
Work Location: In person