Client Admin Representative

Invesco
Charlottetown
Workplace: HybridFull timeCAD 37,000+ annuallyFunction: Administration & Executive AssistanceEducation: high_schoolSkills: ["Communication","Problem-solving","Reasoning","Attention to detail","Teamwork"]

Work with Invesco’s Client Administration team (North American Transfer Agency) to process mutual fund shareholder instructions received by mail, fax, or upload. Analyze transactions for accuracy and compliance, research and resolve inquiries, and document calls and complaint items with a clear audit trail. Monitor service delivery quality and timeliness, coordinate with other departments, and stay current on fund, fraud warning, and regulatory/policy changes impacting client operations.

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FursaFursa
Invesco
Invesco
3 days ago

Client Admin Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Work with Invesco’s Client Administration team (North American Transfer Agency) to process mutual fund shareholder instructions received by mail, fax, or upload. Analyze transactions for accuracy and compliance, research and resolve inquiries, and document calls and complaint items with a clear audit trail. Monitor service delivery quality and timeliness, coordinate with other departments, and stay current on fund, fraud warning, and regulatory/policy changes impacting client operations.
Location: Charlottetown
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Uphold operational procedures and suggest process/control improvements.
  • •Analyze complex transactions to ensure compliance with regulatory and procedural guidelines.
  • •Process and respond to written inquiries from internal and external clients professionally, timely, and empathetically.
  • •Assess issues by importance and urgency; perform independent research and make necessary processing adjustments with other departments.
  • •Process incoming mail requests (e.g., new accounts, purchases, redemptions, transfers, exchanges, and maintenance) and document items with a clear audit trail.

Pay and Benefits

Salary: CAD 37,000 annually
Perks:Health InsuranceRetirement SavingsParental LeaveLearning Budget

Key Requirements

  • •High School Diploma or equivalent required.
  • •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.
  • •Proficiency with keyboarding and computer fundamentals in a Windows environment.
Experience:Financial servicesCustomer service
Education:High School
Skills:CommunicationProblem-solvingReasoningAttention to detailTeamwork
Tech Stack:Windows

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn