Client Admin Representative (Financial Services)

Location: Charlottetown, Prince Edward Island, Canada; hybrid workplace with at least four full days per week in an hirify.global office.

Salary: $37,000 CAD per year, with additional incentive pay depending on skills, experience, and location.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

• Analyze and process written mutual fund shareholder requests, including new accounts, purchases, redemptions, transfers, exchanges, and account maintenance.
• Process financial and non-financial transactions accurately while following operational, regulatory, and procedural guidelines.
• Research complex transactions, rejected items, inquiries, complaints, and account issues through resolution.
• Communicate with shareholders, financial intermediaries, internal customers, and other departments to gather information and provide solutions.
• Document research, calls, transactions, complaints, and resolution steps to maintain a clear audit trail.
• Monitor service quality and timeliness while staying current on fund changes, fraud warnings, regulatory updates, and procedure changes.

Requirements

• High School Diploma or equivalent required.
• Strong communication, reasoning, prioritization, and problem-solving skills.
• Ability to analyze detailed information, make timely decisions, and work effectively under pressure.
• Ability to cooperate in a team environment and build positive working relationships across departments.
• Proficiency with keyboarding, computer fundamentals, and Windows-based applications.
• Ability to work from the Charlottetown office at least four full days per week under the current workplace model.

Nice to have

• Previous experience in financial services.
• Prior experience in a customer service environment.
• Bachelor's degree.

Culture & Benefits

• Hybrid working environment with workplace flexibility programs.
• RRSP contributions.
• Health and wellness benefits.
• Parental leave benefits.
• Study support.
• Opportunities for development and internal career progression.