Job Description

We are currently seeking an Investment Policy Administrator to join our Operations team. Working closely with our client, Investment Policy Administrators work specifically on the Assante Private Portfolios (APP) product. APP is a high advice, highly managed product with active asset mix maintenance. The IP Admin team is responsible for accurately administrating all clients' asset mixes and maintaining their Investment Policy portfolios.

Your future duties and responsibilities:

• Generate, validate, and implement IP asset mixes for clients on the Assante Private Portfolios platform
• Perform compliance review on all investor profiles, ensuring investor direction corresponds to established business and compliance parameters
• Link accounts to investment policy groups to ensure clients are invested accurately as per their risk profile and investment preferences
• Utilize critical thinking to Investigate, analyze, and resolve issues relating to the IP asset mix
• Handle escalated issues and ensure regular follow up and prompt resolution is achieved
• Provide prompt and courteous service to Financial Advisors, Client Service, Compliance and other internal departments via phone and email
• Review daily integrity reports and support team with quality control efforts

#LI-AA1

Required qualifications to be successful in this role:

• Minimum 2-5 years experience within financial services industry or related field
• Knowledge of investment management philosophies
• Knowledge of mutual funds, stocks, bonds, derivatives, GIC's etc.
• Post-secondary degree
• High degree of accuracy and attention to detail
• Excellent interpersonal and communications skills, both written and verbal
• Strong client service skills
• Bilingualism in French and English would be a definite asset

Skills:

• Client Management
• Detail-oriented
• Financial Services
• Negotiation
• Problem Management

What you can expect from us:

Insights you can act on

While technology is at the heart of our clients' digital transformation, we understand that people are at the heart of business success.

When you join CGI, you become a trusted advisor, collaborating with colleagues and clients to bring forward actionable insights that deliver meaningful and sustainable outcomes. We call our employees "members" because they are CGI shareholders and owners and owners who enjoy working and growing together to build a company we are proud of. This has been our Dream since 1976, and it has brought us to where we are today - one of the world's largest independent providers of IT and business consulting services.

At CGI, we recognize the richness that diversity brings. We strive to create a work culture where all belong and collaborate with clients in building more inclusive communities. As an equal-opportunity employer, we want to empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.

Ready to become part of our success story? Join CGI - where your ideas and actions make a difference.