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Account Manager, Investor Services

ARTEX3 days ago
Remote
Toronto, ON
Senior Level

Top Benefits

Flexible medical & dental coverage
Life, Dependent Life, and AD&D insurance
Retirement savings with company match (RRSP, TFSA, pension)

About the role

Introduction

At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.

Overview

Artex is one of the world’s fastest-growing and most diverse insurance managers and fund administrators. With more than 500 employees in 15 worldwide locations, our employees work together to conceive, design and manage alternative risk transfer and fund administration solutions that help our clients manage today’s challenges and tomorrow’s opportunities.

We are seeking motivated and dynamic individuals for the position ofAccount Manager, Investor Servicesto support our Bermuda operation. Reporting directly to the VP and SVP, Investor Services, the successful applicants will have a strong sense of accountability and will be responsible for client servicing, investor reporting services for our fund clients across hedge fund and insurance linked strategies, preparing complex ad hoc client reports and overseeing regulatory reporting requirements.

How you'll make an impact

  • Assist with the delivery of a full range of investor services to assigned fund clients

  • Ensure timely and accurate processing of subscriptions, redemptions, transfers and dividends

  • Review offering documents and service agreements for funds, mutual funds, unit trusts, & partnerships

  • Manage client compliance with relevant AML/ATF and FATCA & CRS regulations

  • Process the creation and reporting of side pockets for ILS fund structures

  • Continually evaluate the efficiency and effectiveness of operational policies, procedures and controls to ensure timelines are met and errors and operational risk are minimized

  • Work closely with management to develop new tools to service new client requirements

  • Perform transfer agency functions including but not limited to processing subscriptions, redemptions, share transfers, dividends and generating client ad-hoc reporting

  • Assist with ad-hoc projects, as required

About You

  • University Degree in Business (or similar discipline); accounting qualification will be advantageous (e.g. ACA/ACCA/CIMA/CPA)
  • Recently (within last 2 years) worked in excess of 4 years for a fund administrator with at least 2 years’ experience managing investor services staff
  • Proven experience with creating side pockets for hedge or ILS fund structures will be preferred
  • Advanced knowledge of anti-money laundering regulations, due diligence procedures and ERISA requirements
  • Proven supervisory experience in a complex operations management department
  • Must have proven experience in managing, training and developing staff
  • Strong understanding of FATCA & CRS regulations
  • Excellent computer and business application skills include proficiency with Microsoft Office and strong user of Excel and Word
  • Experience in a client facing role with excellent written and verbal communication skills and problem solving ability
  • Ability to meet tight deadlines and must be prepared to work extended hours and public holidays as required

#LI-KK2

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are theminimum core benefitsyou’ll get, depending on your job level these benefits may improve:

  • Flexible medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Retirement savings including RRSP including a company match, TFSA, pension and more
  • Employee Stock Purchase Plan

Other benefits include:

  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership (GoodLife Fitness)
  • Opportunity for flexible work arrangements
  • Paid sick days & personal days
  • Employee education recognition program
  • Employee referral bonus program

We value inclusion and diversity

Click Here to review our Canada Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher’s AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre-determined qualifications.

About ARTEX

Professional Services
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Arttex es una empresa familiar 100% mexicana fundada en 1985 dedicada a la manufactura de tela y prendas de tejido de punto.

Nuestra filosofía está basada en la flexibilidad y la innovación. Nuestra dedicación al servicio nos ha llevado a atender de manera ágil las demandas del mercado y a cumplir las más altas exigencias de calidad en nuestros productos.

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