[Hiring] Investment Support Specialist @Kindred Credit Union

Role Description

The Kindred team is at the heart of our cooperative, bringing our values to life every day. We are currently recruiting an Investment Support Specialist to fill a full-time vacancy in our Central Support team. This is a contract position for one year.

Reporting to the Manager, Investment Support, you will bring expert investment administration knowledge to Kindred’s centralized Investment Support team. You will resolve complex inquiries, build team capability, coordinate year-end, and maintain the policies, procedures, forms, and workflows that support accurate, consistent service for registered and non-registered investments.

Key responsibilities

• Provide expert guidance and resolve complex inquiries.
• Act as the primary technical resource for escalated registered and non-registered investment administration questions.
• Investigate discrepancies and unusual transactions, interpret requirements and coordinate with trustees, dealers, and internal partners. Document guidance and escalate matters beyond your authority.
• Build team knowledge and confidence.
• Identify learning needs, develop training materials and provide cross-training and one-on-one instruction to help team members build proficiency.
• Keep forms, records, and procedures current.
• Maintain investment and third-party forms, coordinate reviews and quality checks, and support records retention.
• Research, write and update investment policies and procedures, excluding estates, and help the team adopt changes and use PolicyTech effectively.
• Coordinate accurate year-end reporting.
• Work with key partners to reconcile investment data and meet CRA and trustee reporting requirements and deadlines, supporting a smooth member experience.

Qualifications

• Completion of post-secondary education.
• Four to five years of experience in investment administration, including year-end reconciliation and reporting.
• Expert knowledge of registered and non-registered investment products.
• Knowledge of CRA and mutual fund dealer reporting requirements.
• Technical skills in writing policy and procedure are beneficial.
• Mutual fund licensing is beneficial.

Requirements

• Sound judgment and attention to detail.
• Ability to make complex requirements clear.
• Thorough investigation of issues and organization of competing priorities.
• Ability to build trusted relationships and share knowledge through practical coaching.
• Active commitment to Kindred’s shared values and purpose.

Benefits

• Starting salary: $60,000-$65,000.
• Performance-based target incentives (6%), tied to individual, team, and organizational results.
• Employer paid Group benefits plan with no waiting period.
• Employer matching at 5% on Group Savings Plan with no waiting period.
• Three weeks of vacation and generous paid time off provisions.
• Career growth opportunities, training & development support.
• Comprehensive staff benefits on financial products & services.