Administrator, Investment Services

Administration & Executive Assistance
Downtown Vancouver, BC, Canada
Posted on July 5, 2023

Successful real estate finance and investment services firm with a great corporate culture! The team is fun-loving, tight-knit, friendly, and collaborative. SWIM has placed 6 people at this firm over the years with very positive feedback.  We are looking for an Administrator who wants to do good work for good people, and to grow over the years with a stable, successful, and reputable Canadian organization. Candidates must have relevant work experience in an investment services / wealth management firm.

Who- the Company: 
A very stable and successful real estate finance company (property management, mortgages, real estate investments, etc.) that has been around for over 20 years. Approximately 25 people work at the company. SWIM has placed several people at this firm with very positive feedback.

What- the Role:
Our client is seeking a new Administrator to join their Investment Services team. Responsibilities are very diverse and include processing account transactions, making account changes, setting up new accounts, preparing documents, liaising with transfer agents, communicating with investors (mostly over phone and email, occasionally in-person), responding to questions from investors, distributing statements, etc. SWIM will provide interested candidates with a thorough job description.

What- the Responsibilities: 
The new Senior Accountant will be responsible for full cycle accounting including financial reporting, consolidations, property accounting, fund accounting, investment accounting, trust accounting, etc. for multiple companies (real estate assets, property management, mortgages, joint ventures, limited partnerships, etc.)

Who- the Candidate:
Qualified candidates will have at least 2 years of relevant experience working in an investment services / wealth management firm. We are seeking someone who is adaptable, friendly, and who enjoys variety in their administrative work.

  • 4+ years relevant work experience, including 2+ years working in administration in a relevant investment services / wealth management firm, or at a bank on the investment side of the business

  • Relevant post-secondary education highly preferred, but not required

  • Advanced proficiency in Excel, Outlook, and Word

  • Detail-oriented, accurate, efficient, and organized

  • Ability to multi-task in a fast-paced work environment

  • Systems: Proficient in Excel. Experience with an EMD/Issuer software is very beneficial, not required

This is a diverse administrative role that will enable you to work for an interesting, stable, and reputable organization. Great opportunity to touch upon a variety of responsibilities and to really feel part of a tight-knit and friendly team.  Opportunity for long-term growth and to take on more and more complex responsibilities over the years.

Downtown Vancouver, BC in a beautiful corporate office. Very transit-accessible. A BIG perk is that the company buys lunch for all employees every day- yum yum!

How Much:
Total compensation commensurate with experience- please discuss with SWIM. Plus health benefits, paid vacation, etc.

When & How to Apply:
If you are qualified for, and interested in, this administrative opportunity with a well-established and reputable company, please do not delay in applying as this search is moving quickly! If you already have a Recruiter at SWIM, please reach out to that Consultant directly. If you do not yet have a contact at Swim Recruiting, please hit 'APPLY NOW' and send us your resume (preferably in MS Word format as it works best with our internal systems). Thank you!