Administrator, Investor Services (Contract)
Core
Administer day-to-day tasks for services provided to transfer agency issuer clients, focusing on distributing annual meeting materials to security holders and processing payments.
Role type
mid-level investor services administrator
Builds
dividend and interest payments, tax forms, and regulatory materials for security holders
Domain
Capital markets / Financial services
Required skills
regulatory compliance, payment processing, record research, written communication, Microsoft Office proficiency
Preferred skills
Canadian Securities Course, bilingualism (French/English)
Technologies
Microsoft Office suite
Responsibilities
Respond to non-routine enquiries and research historical records; process replacement payments and stop payments; produce cheques for returned items; arrange dividend payments; liaise with Tax Group for tax forms; update tracking systems; report complaints and service trends; maintain monthly statistics; ensure regulatory compliance.
Seniority
Junior to Mid-level, hands-on IC