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IDC Worldsource Insurance Network Inc.

Investment Administrator

Dartmouth, NS, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 12, 2026
Experience: 1 –2 years similar experience within the investment industry an asset
Posting language: English
Posted: Oct 13, 2026

Original job description

JOB STATEMENT:

Reporting to the Director, Investment Administration, the Investment Administrator works in a fast‑paced environment and is responsible for processing segregated fund trades and performing a variety of administrative tasks within the department. The ideal candidate is highly motivated, detail‑oriented, and committed to accuracy. This role requires strong analytical and research abilities, as well as the initiative to proactively identify and resolve issues.

RESPONSIBILITIES:

Execute segregated fund trades with accuracy and efficiency
Open new accounts for Segregated Funds, Annuities, and Guaranteed Investment Accounts (GIAs)
Deliver timely and accurate annuity quotes upon request
Track, monitor, and proactively follow up on pending transfers and trades
Prepare, complete, and distribute investment applications and related documentation
Produce assigned reports and carry out administrative tasks as directed by the Manager, Investment Administration
Communicate professionally and build strong, service‑focused relationships with advisors
Review and resolve daily transaction exceptions to ensure processing accuracy

QUALIFICATIONS:

Post-secondary education
1 –2 years similar experience within the investment industry an asset
Strong knowledge of Microsoft Office and Outlook
Strong customer focus, service orientation and professional acumen
Excellent communication, organizational and listening skills
Dedicated team player with the ability to take the initiative and be independent
Knowledge of Wealthserv an asset

COMPENSATION:

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavor to provide reasonable accommodation to people with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

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More about this job

Responsibilities

Process segregated fund trades, open investment accounts, prepare documentation, provide annuity quotes, and monitor pending transfers and trades. Resolve transaction exceptions, produce reports, complete administrative tasks, and maintain professional, service-focused relationships with advisors.

Requirements

Post-secondary education is required, and one to two years of similar investment-industry experience is an asset. Candidates should have strong Microsoft Office and Outlook knowledge, customer-service orientation, communication and organizational skills, attention to detail, and the ability to work independently and as part of a team; Wealthserv knowledge is an asset.

Skills

Investment Trade Processing
Account Opening
Annuity Quoting
Transfer Tracking
Investment Documentation
Microsoft Office
Microsoft Outlook
Customer Service
Communication
Organization
Listening
Analytical Skills
Research
Attention to Detail
Wealthserv

Visa sponsorship

Not detected in the job text

Keywords

Investment Administration
Segregated Funds
Annuities
Guaranteed Investment Accounts
Investment Trades
Account Opening
Annuity Quotes
Transfers
Investment Applications
Transaction Exceptions
Microsoft Office
Microsoft Outlook
Wealthserv
Investment Industry
Administrative Tasks
Reporting
Customer Service
Advisor Relationships
Accuracy
Analytical Skills
Research
Communication
Organization

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