Overview
Investor Services Representative Jobs in Winnipeg, Canada at CO_PFSI Prometa Fund Support Services Inc.
Title: Investor Services Representative
Company: CO_PFSI Prometa Fund Support Services Inc.
Location: Winnipeg, Canada
Category:
The Role & Key Responsibilities
- Enhance client relationships with exceptional customer service
- Process financial and non-financial investment transactions
- Respond to phone and email inquiries from Advisors, Dealers, and Fund Managers or Fund Administrators in a timely manner
- Analyze complex issues or requests to determine best course of action
- Produce ad‑hoc reports for Fund Managers
- Manage approval process and timelines per Fund Administrator requirements
- Test application enhancements
- Fax trade rejects and other requests
- Other duties as assigned
Skills & Qualifications
- Associate’s or Bachelor’s Degree in Accounting/Finance preferred
- Knowledge of Fund Administration (Hedge Funds, Mutual Funds, Alternative Products, and back office) is an asset
- Three years’ experience in the Financial Services industry strongly preferred
- Ability to work towards and meet agreed deadlines
- Ability to work independently and also be a strong team contributor
- Highly organized and motivated individual with an acute attention to detail
- Strong analytical and problem‑solving skills
- Self‑starter who volunteers for new opportunities and projects
- Ability to manage time effectively
- Excellent interpersonal with effective written and verbal communication skills
Salary ranges from CAD $50,000.00 – CAD $51,000.00 plus additional discretionary yearly bonus based on corporate and individual’s performance. Compensation within this range is dependent on individual’s skills, experience and qualifications.
Disclaimer:
Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
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