AddressOMISTA is looking for an Investment Administrator to join our team on a 15-month contract basis.
As a Certified B Corp® OMISTA Credit Union exists to provide a better way to bank. OMISTA provides complete banking products and services delivered with honesty, fairness, and trust. We are committed to providing solutions to enhance the financial wellbeing of our personal banking and small-to-medium-size business banking members. When you "Bank Local" with OMISTA, all money and profits stay in NB creating greater prosperity for our shared economy and communities.
THE POSITION
Reporting to the Senior Investment Service Representative, the Investment Administrator provides daily administration of the credit union's investments, for both registered and non-registered plans. You will promote available financial services such as RRSPs, RRIFs, LIFs, TFSAs, and term investments to current members and potential members while providing exemplary support to the Investment Service Representatives. As a member of the Financial Services Team of our Branch Network, you will work with professional and skilled individuals who work together to make a meaningful impact on the lives of our members.
Responsibilities
Member Service:
- Conduct interviews with members and potential members to identify investment needs. Assist members with basic investment requests and refer to Investment Representatives where appropriate.
- Respond to member inquiries and resolve issues promptly and effectively. Tailor recommendations to meet the individual needs of the member.
Administration:
- Conduct regular checks and audits on reports related to certain account activities ensuring accuracy and compliance with internal procedures.
- Process investment documentation for new investments, renewals, redemptions, and transfers.
- Prepare correspondence to members regarding certain account changes, investment renewals, redemptions, and transfers.
- Various administrative tasks including data entry, filing, and maintaining organized records.
Collaboration and Team Support:
- The Investment Administrator will provide cash (teller) services to members in a back-up capacity. The Investment Administrator is expected to stay updated on industry trends and changes in financial regulations.
THE IDEAL CANDIDATE
Qualifications:
- Exceptional Customer Service skills.
- Strong communication and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Strong Computer Skills.
- Strong aptitude for administration.
- Good understanding of investment products and services.
- Positive outlook and ability to work in a team environment.
- Ideally has a minimum of one year working in a financial service setting.
Education and Training
- College diploma or university degree in a business discipline or sufficient experience in lieu of education.
JOB SUMMARY
Employment Type: 15-month contract
Required Travel: No
Location: Moncton- Cornhill Street.
Work Environment: Branch
Pay Type: Salaried
Please Note: The ability to be bonded is a condition of employment with OMISTA. The Bonding Process consists of the completion of a bonding application, criminal record check, and credit check.
Benefits:
- Health & Dental Cost Flex (75%/25%)
- Life Insurance
- Employee Development Opportunities
- Employee Pricing on Accounts
- Min 3 weeks' Vacation & Paid Sick Days
Application Deadline: February 9, 2024
Application ID: 2024-IA
Email resumeto: [email protected]
Diversity and Inclusion:
OMISTA Credit Union is committed to employment equity and diversity in the workplace, and welcome applicants from diverse backgrounds.
We appreciate your interest in OMISTA; however only those being short-listed for an interview will be contacted.
