Job Description

About the Role

Reporting to the Manager of Investor Services, the Administrator, Investor Services is responsible for providing a best- in- class investor experience. This is achieved by ensuring that all services delivered meet and exceed Equiton's high standards. A continuous focus on quality will lead to the identification of process improvements across Client Services to enhance the client experience.

*This role is based in our

Burlington Head Office

5 days/week.

Key Responsibilities

Provide ongoing professional support to internal and external sales teams, the firms outside advisor network, and the firm's clients Elevate and enable the Sales team to focus further on capital raise efforts and less on administrative tasks Reducing operational risk to the company by ensuring compliance and security measures are in place and documented Safeguard consistency of operations through detailed operating guides and proactive cross-training of team members Accountability for creation and maintenance of all Investor Services documentation and guides; ensuring details of all department processes and procedures are up-to-date and available for reference, including but not limited to; trades and transactions, customer account processing, changes to client accounts and information, customer FAQs, etc. Support the sales team on sales execution by providing active day to day updates on deal submissions, required documentation, transfer updates, status of funds and deal finalization Communication and provide customer feedback to Sales team members, compliance, operations, and IT in order to proactively create efficiencies, improve quality and focus on continuous improvements to our customer experience Maintain deep expertise on internal systems and processes as well as external industry-based platforms and software used by partner firms Remain current with industry changes that affect the business and navigate accordingly Lead the continuous improvement of internal processes, systems, and service Liaise and maintain strong relationships with internal departments and external partners Prioritize client satisfaction and ensure a consistent level of impeccable service is provided across the department
What You Bring:

Post-secondary education in business or finance is an asset. Minimum of 5 years of client service in the investments field with emphasis on direct client interactions and resolution Administrative experience in the investments/financial industry including an understanding of various accounts and transactions Proficiency in MS Office Suite Proven experience in building and managing relationships with advisors and customers in the investment/ private equity industry Solid understanding of registered investment plans, such as RRSP, LIRA, RRIF, TFSA and exempt market Well-versed in securities transfers and estate settlement processes Exceptional knowledge of policy, procedures, all transaction types, and product offerings Demonstrated process improvements and leveraging technology to streamline work flows Excellent prioritization, organizational and multi-tasking skills Strong oral and written communication skills complimented by strong interpersonal skills Positive attitude, can-do attitude and team player
About Us

Founded in 2015, Equiton is one of Canada's fastest-growing private equity firms, helping Canadians build wealth through high-quality real estate investments. Our mission is to make private real estate accessible to more Canadians, and our team is the driving force behind our success.

Why Equiton?
Our culture is built on integrity, accountability, and innovation. We empower our team to take initiative, think independently, and grow personally and professionally. To learn more about our core values, click here.

Our Commitment to Diversity, Equity & Inclusion
We're an equal opportunity employer committed to building a diverse, inclusive, and accessible workplace where everyone feels valued and supported. If you need accommodation during the hiring process, please let us know. We're happy to help. Only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: $62,000.00-$68,000.00 per year

Benefits:

Dental care Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match Vision care Wellness program
Education:

Bachelor's Degree (preferred)
Experience:

Customer service: 5 years (required)
Work Location: In person