Employment Type: Full Time
Harvard House is looking for an Administrator to join their processing team.
Summary of Job Description:
1. Process adhoc contributions with service providers.
2. Process adhoc redemptions and withdrawals with service providers.
3. Process new business applications for various investment products offered by Harvard House.
4. Process the transfer of retirement products.
5. Process changes relating to clients personal details and investments.
6. Maintaining CRM system.
7. General administration and filing.
Requirements:
Grade 12 with relevant administrative experience.
Experience within the financial services industry, knowledge of retirement products as well as the passing of the Regulatory Exam would be an advantage.
Strong computer skills (MS Office). Working knowledge of Word and Excel is essential.
Skills and competencies required:
1. Planning and organizing
2. Adaptable and flexible
3. Good knowledge of Excel and Word
4. Analytical and problem solving skills
5. Good communication and interpersonal skills, dealing with Managers, staff, clients and investment houses
6. Team player with a positive attitude
7. Accuracy and attention to detail
8. Enjoys administrative work
9. Must take responsibility for own work
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