Case Coordinator, Investments (Investment Specialist)

Longueuil, QC – Hybrid

$50,000–$60,000/year

ABOUT US

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.

THE ROLE

Our client is seeking a highly organized and detail-oriented Case Coordinator, Investments (Investment Specialist) to join their growing team. In this role, you will be a key link between financial advisors and investment carriers, supporting the end-to-end administration and processing of mutual fund and segregated fund business.

You will be responsible for reviewing applications and documentation, processing investment transactions, resolving NIGO (Not In Good Order) issues, and providing responsive support to advisors and carrier partners. This is an excellent opportunity for someone with financial services experience who enjoys a fast-paced, detail-oriented environment and wants to build their career within wealth management and investment operations.

This is a hybrid position, with 2 days in the office and 3 days remote. The required in-office days are Wednesday and Thursday.

The team operates Monday to Friday from 8:30 AM to 4:30 PM. The hiring process is moving quickly, with the goal of filling the position as soon as possible.

ADVANTAGES

• Salary of $50,000–$60,000/year
• Hybrid work schedule – 2 days in office / 3 days remote
• Monday to Friday, 8:30 AM–4:30 PM
• Comprehensive benefits package
• RRSP matching program starting in January
• Opportunity to develop your career in investment and wealth management operations
• Work closely with financial advisors, investment carriers, and industry professionals

RESPONSIBILITIES

• Process mutual fund and segregated fund transactions, including new accounts, purchases, redemptions, switches, and transfers
• Process registered and non-registered accounts, including RRSP, TFSA, and Non-Registered accounts
• Review applications and documentation for completeness and accuracy
• Identify and resolve NIGO (Not In Good Order) issues to prevent processing delays
• Communicate with financial advisors regarding case status, documentation requirements, and processing updates
• Liaise with investment fund companies, insurance carriers, and other external partners
• Track transfers and outstanding cases and follow up on delayed or complex files
• Maintain accurate client and account information within back-office systems
• Ensure compliance and regulatory documentation is properly completed and maintained
• Troubleshoot administrative issues and identify solutions for advisors
• Maintain a high level of accuracy and organization while managing multiple cases and deadlines

REQUIREMENTS

• 1+ year of experience within the financial services industry; entry-level candidates with relevant industry knowledge may also be considered
• Experience with data entry and administrative processing within financial services, banking, insurance, investments, or wealth management
• Strong understanding of financial services operations and documentation
• Knowledge of mutual funds and/or segregated funds is strongly preferred
• Strong attention to detail and accuracy when reviewing documentation and entering data
• Excellent organizational and time-management skills
• Strong communication and problem-solving abilities
• Bilingual French and English is strongly preferred/ideally required
• Experience with financial services back-office systems is an asset
• Univeris, Dataphile, or Virtgate experience is an asset
• IFIC or CSC certification is an asset but not required