Investment Support Specialist

Overview

The organization is seeking an Investment Support Specialist to join the Central Support team. This is a full-time contract position for one year, reporting to the Manager, Investment Support.

This role provides expert investment administration support, resolves complex inquiries, helps build team capability, and maintains policies, procedures, forms, and workflows that support accurate and consistent service for both registered and non-registered investments.

Responsibilities

• Provide expert guidance and resolve complex inquiries
  • Serve as the primary technical resource for escalated registered and non-registered investment administration questions.
• Investigate discrepancies and unusual transactions
  • Interpret requirements and coordinate with trustees, dealers, and internal partners.
  • Document guidance and escalate matters beyond your authority.
• Build team knowledge and confidence
  • Identify learning needs, develop training materials, and provide cross-training and one-on-one instruction.
• Maintain forms, records, and procedures
  • Keep investment and third-party forms current, coordinate reviews and quality checks, and support records retention.
• Research, write, and update investment policies and procedures
  • Update relevant materials excluding estates.
  • Support adoption of changes and help the team use PolicyTech effectively.
• Coordinate accurate year-end reporting
  • Reconcile investment data with key partners.
  • Support CRA and trustee reporting requirements and deadlines to help ensure a smooth member experience.

Requirements

• Completion of post-secondary education.
• Four to five years of experience in investment administration, including year-end reconciliation and reporting.
• Expert knowledge of registered and non-registered investment products.
• Knowledge of CRA and mutual fund dealer reporting requirements.
• Technical skills in writing policy and procedure are beneficial.
• Mutual fund licensing is beneficial.

Preferred Qualifications

• Experience supporting policy/procedure development and adoption.
• Experience coaching others through practical training and cross-training.

Compensation & Benefits

• Starting salary: $60,000–$65,000
• Performance based target incentives: 6%, tied to individual, team, and organizational results
• Employer paid Group benefits plan with no waiting period
• Employer matching at 5% on Group Savings Plan with no waiting period
• Three weeks of vacation and generous paid time off provisions
• Career growth opportunities and training & development support
• Comprehensive staff benefits on financial products & services

Location

Central Support team (full-time contract position for one year).