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Added 7 days ago
Sales Execution Associate
CONA Services
Moncton, NB
…workforce is reflective of the communities in which we operate. Research shows that women-identifying and other marginalized individuals often hesitate to apply unless they meet 100% of the…
Added 7 days ago
Sales Execution Associate
CONA Services
Moncton, NB
Our Sales Execution Associate work in local stores helping our customers keep Coca-Cola products fully stocked and available to ""Refresh the World and Provide Moments of Optimism and…
Added 7 days ago
Sales Development Associate
KEV Group
Toronto, ON
We are looking for a collaborative and highly engaged Sales Development Associate to join our Sales Team.
Added 7 days ago
Associate Product Manager / Associate Game Producer - Casino Games
Hard Rock Digital
Remote, Canada
Full-time · Remote
We’re looking for an Associate Product Manager / Associate Game Producer, Casino Games to help create the next generation of proprietary games for Hard Rock Bet Casino.
Added 7 days ago
Business Solutions Analyst
The University of British Columbia
Vancouver, BC
$7,727.33 to $11,112 CAD / month
Full-time
At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and…
Added 7 days ago
Business Solutions Analyst
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
$7,727.33 to $11,112 CAD / month
Full-time
At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and…
Added 7 days ago
Early Talent Program Associate - APQR
Roche
Mississauga, ON · Canada Pharma Campus
Full-time
…pharmaceutical products. As an Intern / Early Talent Program Associate in Quality Process Management focusing on the Annual Product Quality Review (APQR), you will gain foundational…
Added 7 days ago
Early Talent Program Associate - PDR
Roche
Mississauga, ON · Canada Pharma Campus
Full-time
Added 7 days ago
Associate Director Marketing Oncology
Jobgether
Canada
Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Associate Director Marketing Oncology based in Canada.
Added 7 days ago
Associate, Investment Solutions
Connor, Clark & Lunn One
Toronto, ON
Interested in joining one of Canada’s top performing asset managers? We are looking for an Associate, Investment Solutions to join our CC&L One team.
Added 7 days ago
Associate Clinical Representative
Jobgether
Canada
Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Clinical Representative, Spine based in Canada.
Added 7 days ago
Associate Director Marketing Oncology
Jobgether
Canada
Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Associate Director Marketing Oncology based in Canada.
Added 7 days ago
McCall MacBain Chair in Kinesiology and Health Integration
McMaster University
Hamilton, ON
Full-time
…develop and lead an internationally recognized, externally funded research program, supervise and mentor trainees, and contribute to teaching at the undergraduate and graduate…
Added 7 days ago
McCall MacBain Chair in Healthspan Research
McMaster University
Hamilton, ON
Full-time
…invites applications for the McCall MacBain Chair in Healthspan Research. This is an appointment anchored in the Department of Kinesiology in the Faculty of Science with a joint appointment…
Added 7 days ago
Associate Clinical Representative
Jobgether
Canada
Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Clinical Representative, Spine based in Canada.
Added 7 days ago
McCall MacBain Chair in Evidence-Informed Health Policy
McMaster University
Hamilton, ON
Full-time
Faculty of Health Sciences, Department of Health Research Methods, Evidence and Impact
Added 7 days ago
McCall MacBain Chair in Physical Environment
McMaster University
Hamilton, ON
Full-time
We seek a scholar whose research addresses how physical environment stressors, such as climate change, heat, air pollution, and thermal strain, affect human physical function and health…
Added 7 days ago
Associate Director Marketing Oncology
Lilly
Toronto, ON
Full-time
Associate Director, Oncology Marketing – Solid Tumors
Added 8 days ago
Montreal - Labour & Employment Associate (Hybrid)
Littler
Montreal, QC
Full-time
…labour and employment issues, including client counseling, legal research, litigation strategy, and compliance training. Ideal candidates will possess excellent academic credentials, strong…
Added 8 days ago
Vancouver - Labour & Employment Associate (Hybrid)
Littler
Vancouver, BC
Full-time
…labour and employment issues, including client counseling, legal research, litigation strategy, and compliance training. Ideal candidates will possess excellent academic credentials, strong…
Added 8 days ago
Toronto - Labour & Employment Associate (Hybrid)
Littler
Toronto, ON
Full-time
…labour and employment issues, including client counseling, legal research, litigation strategy, and compliance training. Ideal candidates will possess excellent academic credentials, strong…
Added 8 days ago
Manager, Business Development
International Business University
Toronto, ON
Reporting to: Associate Director, Student Recruitment
Added 8 days ago
Associé·e, Investissements (Bilingue)
Canada Infrastructure Bank/ Banque de l'infrastructure du Canada
Montreal, QC
Full-time
The Associate, Investments (Bilingual), will be involved in all aspects of screening, due diligence, and execution of investment opportunities. Daily responsibilities will vary with time…
Added 1 month ago
Finance Associate
John Brooks
Mississauga, ON
Full-time
We recognize that AI tools are increasingly used to support research, idea generation, and presentation development. You are welcome to use approved AI tools to support your preparation.
Added 10 days ago
Senior Security Operations Specialist
CDW
Mississauga, ON
Full-time
Carry out research on supported technologies and develop actionable threat advisory documentation

Closed listing

Jobbe

Client Admin Representative

Charlottetown, PE, Canada

Job type: Full-time
Closing date: Oct 20, 2026
Posting language: English
Posted: Sep 20, 2026

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

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Added 10 days ago
Client Admin Representative
Invesco Ltd. · Charlottetown, PE, Canada

Search current openings

Original job description

Archived listing. The details below describe a past opening.

Invesco Charlottetown, Prince Edward Island, Canada Full-time 2 days ago

job#onApply" href="/registration?applying_for_job_id=16764088">Apply now

$37,000 - $37,000 CAD yearly

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)

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.

Invesco

job#onApply" href="/registration?applying_for_job_id=16764088">Apply now

Charlottetown, Prince Edward Island, Canada

On-site

Full-time

$37,000 - $37,000 CAD yearly

2 days ago

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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.

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.

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

About employer

More about this job

Responsibilities

Analyze and process mutual fund shareholders' written requests and financial transactions while ensuring compliance with regulatory guidelines. Provide professional support to internal and external clients and collaborate with other departments to resolve account inquiries.

Requirements

A high school diploma is required, while a bachelor's degree is preferred. Candidates should have strong communication skills and proficiency in a Windows computer environment, with prior experience in financial services or customer service being a plus.

Skills

Financial Services
Customer Service
Communication Skills
Problem Solving
Attention To Detail
Windows Environment
Keyboarding
Transaction Processing
Regulatory Compliance
Research

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Mutual Funds
Transfer Agency
Financial Services
Retail Mutual Funds
Transaction Processing
Regulatory Guidelines
Client Administration
Account Maintenance
Audit Trail
Compliance
Windows
Investment Management

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