Senior Administrator, Investment Operations – Coast Capital Savings

Title of the Job: Senior Administrator, Investment Operations

Location: Surrey, BC – Vancouver, BC

Job Description: At Coast Capital, we’re not dreaming about a better future, we’re building one.As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.Senior Administrator, Investment OperationsOct 3, 2024Location(s): Surrey and Vancouver – GVAJob Type: Full TimemyWork Options: In-person, HybridStarting Salary Range: $49,000-$56,400Background Screening Requirement:

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

What’s the job?
The Senior Administrator, Investment Operations is responsible for providing a consistently high level of support to our customers and completing specific functions related to specialized products offered through our various investment platforms. The Senior Administrator achieves this by applying their detailed knowledge of the products and services provided by CCS and remaining current with all regulations regarding the sale and reporting of investment products.What you’ll get to do:
Administration

• Is conversant on Investment products, services, policies, procedures and back office systems, providing solutions to telephone, email and written inquiries from our customer group.
• Perform all administrative duties accurately and prioritize them appropriately to meet applicable time frames and deadlines. These duties may include balancing, reconciliation, settlement, transaction processing, appointment booking, paperwork validation, contracting and preparing reports for our stakeholders.
• Responsible for resolving concerns related to client accounts, problem resolution, and preparing associated action-oriented paperwork to ensure accurate resolution of all issues.

Change Management

• In addition to remaining current with CCS protocol regarding products and services, it must maintain a current understanding of the guidelines of various regulatory bodies, including the Canada Revenue Agency (CRA), Mutual Fund Dealers Association (MFDA), and FICOM. Responds positively to changes, challenges and new opportunities.
• During regular processing actions, identify areas that may be improved by change and present ideas to achieve desired results.

Customer Focus

• Ensure all outside business contacts, staff, and customers feel secure in their dealings with CCS. Respond promptly and courteously to all work-related inquiries and problems, take responsibility/ownership for the resolution of an issue, keep all parties informed as to status, and recognize when situations need to be escalated. Resolve issues to mutual satisfaction, ensuring a positive service experience.

Team Approach

• Contribute to a positive team environment by working efficiently, professionally, and in a friendly manner. Be flexible in working any shift as required. Assist others and actively participate in other duties or projects as assigned. Share ideas and opinions to improve our processes and efficiencies.

Who are we looking for?

• Minimum 1 – 3 Years of Job-Related Experience
• High School Diploma plus some additional post-secondary courses.
• Experience in registered and non-registered investment products (and related tax issues), registered plan regulation and administration, and strong proficiency in accounting, administrative processing and communication.
• Experience with Excel and MS Office and relevant banking system applications.
• Experience in back office administration and processing.
• Strong mathematical skills.

Equity, Diversity & Inclusion at Coast CapitalDon’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact or call 778-391-5836. We will work with you to meet your needs.Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

D&I at CoastAt Coast Capital, we value diversity, equity and inclusion. We’re not all the same and we like it that way. We don’t just accept differences – we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Company Name: Coast Capital Savings

Salary: $49000 – 56400 per year

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