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Added 2 months ago
ES
Counter Sales Representative
ECCO Supply™
Regina, SK
- Full-time
For more than 60 years, ECCO has been committed to excellence in manufacturing, distribution, and customer service. We invest in our people through training, development, and long-term…
Added 1 month ago
V
Community and Member Specialist VCF
Vancity
Vancouver, BC
- Full-time
…members, guests, and community partners, providing exceptional service and support that fosters member satisfaction, engagement, and retention. You will coordinate communications, events,…
Added 1 month ago
HI
Client Care Representative – Personal Lines Renewals
HUB International
Campbell River, BC · Courtenay, BC · Duncan, BC · Nanaimo, BC · Parksville, BC · Victoria, BC
- Full-time
…that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers…
Added 1 month ago
C
Branch Administrator, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
As the Branch Administrator, you will part of the CIBC Wood Gundy team and you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations. This…
Added 1 month ago
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Trading Enablement Specialist
BMO
Toronto, ON · FCP
- Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 2 months ago
A
Sales Support Representative
Acosta
Ottawa, ON
- Full-time
The Sales Support Representative is an essential function managing vendors orders, confirming accuracy, ensuring vendor commitments in accuracy and pricing, preventing any financial…
Added 1 month ago
Interested in a Future Opening in Sales?
Lucid Motors
Canada
…in Canada. While there may not be a current vacancy at this time, we are proactively connecting with individuals who are interested in joining our team as opportunities arise. By applying,…
Added 1 month ago
RD
Associate Advisor
RBC Dominion Securities
Oakville, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 1 month ago
RJ
Advisor Internship Program (AIP) (Victoria/Kelowna)
Raymond James
Kelowna, BC · Victoria, BC
- Full-time
The primary responsibility of an Advisor is to provide clients with advice on financial matters with a total wealth management perspective. Advisors will build relationships with high net…
Added 1 month ago
RJ
Advisor Internship Program (AIP) (Toronto/Waterloo/Ottawa)
Raymond James
Ottawa, ON · Toronto, ON · Waterloo, ON
- Full-time
The primary responsibility of an Advisor is to provide clients with advice on financial matters with a total wealth management perspective. Advisors will build relationships with high net…
Added 1 month ago
RJ
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)
Raymond James
Calgary, AB · Edmonton, AB · Saskatoon, SK
- Full-time
The primary responsibility of an Advisor is to provide clients with advice on financial matters with a total wealth management perspective. Advisors will build relationships with high net…
Added 1 month ago
Senior Electrical Sales Project Manager
Sonepar
London, ON
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 1 month ago
CC
Account Representative 3 - Union
Coastal Community
Tofino, BC
- Part-time
We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good,…
Added 1 month ago
CK
Program Coordinator, Winks
Circle K
Calgary, AB
- Full-time
…offices. We make journeys easier by offering fast and friendly service. We care about our people and our communities, and we look for ways to uplift people first. Wherever your journey’s…
Added 1 month ago
GT
Store Associate (Full-Time)
Giant Tiger
Magog, QC
- Full-time
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…
Added 1 month ago
GT
Store Associate (Part-Time)
Giant Tiger
Montreal, QC
- Part-time
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…
Added 1 month ago
GT
Cashier (Part-Time)
Giant Tiger
Hagersville, ON
- Part-time
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…
Added 1 month ago
EP
Account Representative
East Penn Canada
Saskatoon, SK
- Full-time
The Account Representative will be responsible for providing service to East Penn Canada’s national, regional and local accounts within their assigned territory. The Account Representative…
Added 1 month ago
4E
Director, Highway Operations
407 ETR
Woodbridge, ON
- Full-time
Lead the development and presentation of operational performance reporting, providing insights on key achievements, service levels, operational effectiveness, and cost performance to…
Added 1 month ago
WI
Provider Relationship Manager (Contract Manager)
WCG International Consultants Ltd.
Toronto, ON
- Full-time
…portfolio of providers to achieve great results for our clients and service users. The PRM will manage a network of Service Providers, ensuring they provide the highest level of service for…
Added 1 month ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Pembroke, ON
- Full-time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors…
Added 1 month ago
MM
Part-Time Financial Service Representative
Money Mart
Edmonton, AB
- Part-time
…beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit us online, in branch, or through our mobile app,…
Added 1 month ago
IL
Client Admin Representative
Invesco Ltd.
Charlottetown, PE
- Full-time
Join Invesco's Client Administration team, a crucial part of the North American Transfer Agency. We're dedicated to serving Invesco's US retail mutual fund clients, meticulously assessing…
Added 1 month ago
GT
Softgoods Associate (Full-Time)
Giant Tiger
Ottawa, ON
- Full-time
A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…
Added 1 month ago
T
Contract Manager
TransLink
Vancouver, BC · Greater Vancouver, BC
- $109,920 to $164,880 CAD / year
- Full-time
…schedules are appropriately coordinated thereby minimizing service and project…

Invesco Ltd.

Client Admin Representative

Charlottetown, PE, Canada

The salary range for this position in Charlottetown is $37,000/year. · Full-time

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Job details

Pay: The salary range for this position in Charlottetown is $37,000/year.
Job type: Full-time
Posting language: English
Posted: Sep 18, 2026

Original job description

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Description

Your Team

Join Invesco's Client Administration team, a crucial part of the North American Transfer Agency. We're dedicated to serving Invesco's US retail mutual fund clients, meticulously assessing written instructions received via mail, fax, and upload. Our core duty is to process transactions and update client accounts. If you have a keen eye for detail and thrive in a structured, steady-paced environment, our team is the place for you.

Your Role

Working within a fast-paced and welcoming environment, you will be tasked with analyzing and processing mutual fund shareholders’ written requests. Our strong culture and consistent track record of promoting from within ensure that you will have ample opportunities for growth and development. You'll be supporting a range of clients, including internal customers, financial intermediaries, and individual shareholders. Using various computer applications, you will be responsible for analyzing, researching, and taking proactive initiative to respond to customer needs, questions, and requirements. Extensive involvement in day-to-day operations, as well as the ability to develop positive working relationships with other departments, will also be a key component of this position.

You Will Be Responsible For:

Uphold all operational procedures and suggest improvements for processes and controls.
Analyze complex transactions, ensuring compliance with regulatory and procedural guidelines.
Guide other departments and shareholders to ensure processing items meet regulatory and procedural guidelines.
Occasionally make outbound calls as needed to gather information and provide client solutions, documenting the call appropriately.
Assess problems and situations for their importance and urgency.
Conduct independent research and process adjustments when necessary, working with other departments to ensure client satisfaction.
Document and forward complaint items for permanent filing.
Monitor service delivery quality and timeliness to customers, taking full accountability for items until resolved.
Evaluate inquiries and rejected transactions in detail, taking appropriate action for each item and monitoring resolution quality and timeliness to meet departmental standards.
Collaborate with other departments when necessary.
Record comments on items regarding research performed, transactions processed and provide a clear audit trail.
Respond professionally, timely, and empathetically to written inquiries from internal and external clients.
Stay updated with all products, fund changes, fraud warnings, regulatory changes, and other policy and procedure changes that impact the responsibilities of the position.
Use multiple computer applications to access account information and reference materials.
Analyze and process financial and non-financial transactions and verify work completeness and accuracy.
Process incoming mail requests including new accounts, purchases, redemptions, transfers, exchanges, and maintenance.
Perform other duties as needed.

The Experience You Bring:

Previous experience in financial services is a plus.
Prior work experience in a customer service environment is preferred.
Strong communication skills.
Ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions.
Strong reasoning skills and an aptitude for problem solving.
Ability to cooperate in a team environment.
Proficiency with keyboarding and computer fundamentals in a Windows environment.
High School Diploma or equivalent required.
Bachelor's degree preferred but not required.

The salary range for this position in Charlottetown is $37,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

What’s in it for you?

Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:

Hybrid working environment
RRSP Contributions
Health & Wellness Benefits
Work flexibility Programs
Parental Leave Benefits
Study Support

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.

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More about this job

Responsibilities

The Client Admin Representative is responsible for processing mutual fund shareholder transactions and maintaining accurate client account records. They must also analyze complex requests, ensure regulatory compliance, and provide professional support to internal and external clients.

Requirements

Candidates should possess strong communication and problem-solving skills with an aptitude for detailed work in a fast-paced environment. A high school diploma is required, while previous experience in financial services or customer service is preferred.

Skills

Financial services
Customer service
Communication skills
Problem solving
Data entry
Transaction processing
Attention to detail
Research
Windows environment
Keyboarding
Analytical skills
Regulatory compliance
Time management
Teamwork

Benefits

RRSP Contributions
Health & Wellness Benefits
Work flexibility Programs
Parental Leave Benefits
Study Support

Visa sponsorship

Not detected in the job text

Keywords

Investment
Mutual funds
Transfer agency
Financial services
Customer service
Transaction processing
Regulatory compliance
Data entry
Account maintenance
Research
Windows
Audit trail
Client relations
Problem solving
Communication
Operations

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