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Senior Administrator, Investment Operations (Casual)

Company: Coast Capital Savings Federal Credit Union 

Location: British Columbia (CA-BC), Surrey   

Job Type: Casual 


Together, we help empower you to achieve what’s important in your life.


What’s the job?

Do you love numbers? As our Senior Administrator, Investment Operations, you'll combine your love of numbers with your enthusiasm for providing top-notch customer service. You will showcase your detailed knowledge of the products and services offered by Coast Capital Savings while staying in the know with regulations regarding the sale and reporting of investment products. Investment Operations operates six days and the Senior Administrator is required to be flexible with work shifts.


What you’ll get to do:

  • Be a world class problem solver via telephone, email and the occasional snail mail by providing solutions for our members and work with our Retail Operations Department.
  • Perform all administrative duties pertaining to investment products such as balancing; reconciliation and preparing reports accurately and prioritizing them to meet deadlines.
  • Have fun, be a team player & share your brilliant thoughts and opinions to continuously improve.
  • Responsible for resolving concerns related to client accounts; problem resolution, preparing associated action oriented paperwork to ensure accurate resolution of all issues.
  • In addition to remaining current with CCS protocol regarding products and services; must maintain a current understanding of guidelines of various regulatory bodies including Canada Revenue Agency (CRA); Mutual Fund Dealers Association (MFDA); and OSFI. Responds positively to changes, challenges and new opportunities.


Who are we looking for?

  • Basic knowledge of Word and Excel and if you have previous experience working with banking back–office administration and processing, well that would make our day.
  • Excellent communicators and number crunchers who love accounting & administrative processing.
  • Positive role models who walk the walk and talk the talk.

Why join Coast Capital Savings?


We don’t mean to toot our own horn, but…


  • We improve Canadians’ financial well-being through providing simple financial help.
  • Employees do what’s best for our members. Every day.
  • We believe in being a great corporate citizen so we invest in our local communities by donating our time, money and expertise.
  • Our employees take advantage of the many opportunities to grow their careers.
  • Employees love having a cool place to work with modern LEED certified offices and being recognized with a virtual (and, at times, an actual) high-five.
  • Our inspiring leaders help our employees develop their talents and encourage them to be their fabulous selves.
  • We have a unique culture where we take our business seriously, but ourselves, not so much.
  • We are a Certified B Corp®. Our certification reflects our strong commitment to social and environmental performance, accountability, and transparency.
  • In 2019, we earned double kudos by being named one of BC’s Top Employers and one of Canada’s Best Managed Companies – two of the nation’s most coveted business awards, may we add.


Does this position inspire you?  If so, apply today at Coast Capital Savings. 

Apply now »