Peersight
Employers Newest Jobs All Openings Explore Log In
Navigation
My Profile Log Out
Jobs
Developer Relations Intern Unix Quartz Core Developer Application Developer Full Stack Developer Java Accountant Office Manager Python Developer Production Application Support Analyst Software Developer 2 - Natural Language Operations and Business Development Sales Representative Sales Representative Admissions Officer Software Developer - Industrial Information Technology Information Security Specialist Freight Forwarder Information Technology 8 to 16 Month Freight Broker Bilingual Operations Associate - Vertriebsaussendienst EMEA Help Desk Service Desk Support Analyst Citizen Services Sales Development Representative Copywriter Financial Controller Regional Foodservice Sales Manager Product Strategist PHP Web Developer PHP WEB DEVELOPER Web Developer Jr Mechanical Engineering Designer - Mining Help Wanted Junior Environmental Professional Engineering Technologies teacher Industrial Engineering Professional - Engineering broadcast technician Front End Developer Junior Configuration Data Management Data Analytics Engineer Mechanical Engineer - New graduate Senior Front End Developer Luxury Retreats - Developpeur CRM BI ETL Developer - Talend ETL QA - Solutions Practice Newest Jobs All Openings
Companies
0x 10% Happier 101 Commerce 1010data 10x Genomics 11 Honore 128 Technology 1366 Technologies 15Five 17 Media 17zuoye 1C Company 1Crowd 1HUDDLE 1QBit 1World Online 1mg 1stdibs 21viaNet 23andMe 2C2P 2RedBeans 2U Inc. 2lemetry 2nd Address 360 Mobile Security 36Kr 3D Robotics 3D Systems 3Pillar Global 3Scan 3T Biosciences 3VR 3YOURMIND 4:33 Creative Lab 4INFO 500 Startups 500px 51 Credit Card Manager 51talk 55ip 58 Daojia 58.com 5miles 6 River Systems 6sense 7Park Data 7k7k.com 7shifts 8 Securities 82 Labs Inc. 8btc.com 8i 8th Wall 8tracks Radio 8x8 Inc 90 Seconds 908 Devices 91springboard 99 9F Fintech Holdings Group 9stacks A Million Ads A10 Networks AB Tasty ABBYY ABEJA ABSENTIA ACL Services ACORN OakNorth Holdings Ltd. ACV Auctions ADC Therapeutics ADENTS HTI ADOR ADP ADVANO ADYOULIKE AEVI International AEye, Inc. AGNC Investment AID:Tech AISense Inc. AISpeech ALPHA AND CO AOptix Technologies APDM Wearable Technologies APUS Group AQMETRICS ARMO BioSciences ASR Microelectronics AT&T AT&T ATI Physical Therapy AUTO1 Group AV Homes AVG Technologies AWAL AYLIEN AYR Aahaa stores All Companies

Fund Administrator (GGAI) At Global RESP Corporation

Location: Richmond Hill, Ontario

Job Description

Job Description

Title: Fund Administrator
Location: Richmond Hill – Head Office
Division: Global Growth Assets Inc.

Global family of companies is a group of dynamic and integrated financial services firms focused on serving the needs of Canadian individuals, families, and corporations. With offices and representatives across Canada, we offer clients a full array of financial solutions to meet their needs including education savings plans, life and disability insurance, and investments in mutual funds, securities, bonds and other financial services.

We are currently looking for a high energy individual to provide Fund Administration services for Global Growth Assets Inc., our Investment Fund Management Company.

Communicating with both internal and external stakeholders of the organization, you will be comfortable working in a fast paced, ever changing environment and have the ability to adapt quickly, be proactive, and be an active problem solver.

To be successful, you will be self-motivated and take initiative improving on all aspects of the role. You will also be consistent, accurate in your delivery and reliable while maintaining a high level of professionalism.

Core Responsibilities will include but not limited to:

  • Resolve registered plan issues with back office and other dealers, primarily transfers RDSP and RESP plans;
  • Complete registration and deregistration of plans with HRSDC;
  • Collect, verify, add and correct missing/incorrect client information;
  • Respond to advisor and dealer inquiries regarding plan notionals, withdrawals, contributions and grant status’;
  • Verify and signoff on DAP and LDAP requests;
  • Deal with Datacore (back office) system communications and reconciliation issues;
  • Maintain and update the Global Growth Assets Website in conjunction with Marketing and Sales;
  • Monthly Sales Reporting For two funds;
  • Transaction reconciliation between DataCore (back office) and deposit amounts including plan purchases, withdrawals and grants received/repaid;
  • Monthly Grant summary preparation for one internal company;
  • Act as the primary contact for external service providers;
  • Administration of all operations and compliance paperwork;
  • Coordinate and Record IRC and Investment Committee Meetings (internal & external);
  • Other duties as assigned related to Global Growth Assets Inc.

Skills and Qualifications:

  • Degree or college diploma or equivalent experience required;
  • Minimum 1 to 2 years of experience in a related capacity in the financial services industry (fund administration experience would be a definite asset);
  • Solid communication skills both written and verbal;
  • Proficiency in Microsoft Office Applications (Outlook, Word, Excel and PowerPoint);
  • Strong organizational and multi tasking skills;
  • Problem solving skills;
  • Solid interpersonal skills;
  • Experience with handling high volume calls and emails inbound/outbound;
  • Strong understanding of how investment funds work;
  • Knowledge provincial grant programs

Competencies and Attributes:

  • High ethical standards and integrity in professional and personal dealings;
  • Ability and willingness to raise potential issues and assist with solutions;
  • Ability and willingness to listen to others;
  • Flexibility, responsiveness and willingness to consider change;
  • Ability to work as a team member as well as independently;
  • Accountable and able to handle time constraints;
  • Ability to deliver excellent customer service;
  • Ability to be resourceful and proactive in dealing with issues that may arise;
  • Ability to prioritize and work under pressure in a sales driven environment

Global values the diversity of our workplace and a working environment where everyone has the opportunity to realize his or her full potential. We gladly provide accommodations to any candidate with a disability taking part in the selection process upon request.