Kindred Credit Union

Role Description The Kindred team is at the heart of our cooperative, bringing our values to life every day. More than financial professionals, we care deeply about our members and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. We are currently recruiting an Investment Support Representative to join our Investment Support team on a 12-month full-time contract. This is an excellent opportunity to build specialized investment operations experience while contributing to a team that plays a critical role in supporting our members and advisors. Reporting to the Manager, Investment Support and Administration, in this role you will play an important behind-the-scenes role in helping Kindred members achieve their financial goals. As part of our Investment Support team, you'll provide administrative expertise that ensures registered and non-registered investment transactions are completed accurately, efficiently, and in compliance with regulatory requirements. Key Responsibilities: - Process registered and non-registered investment transactions, including GIC renewals, transfers, RRIF conversions, and other member requests. - Provide administrative support and guidance to Retail and Wealth colleagues on investment products and registered plans. - Review reports, validate information, and ensure transactions are completed accurately and within service standards. - Investigate and resolve inquiries while delivering outstanding internal member service. - Build expertise across a variety of registered plans including RRSPs, TFSAs, RESPs, RDSPs, FHSAs, and Group RSPs. - Contribute to continuous improvement by sharing knowledge, supporting teammates, and maintaining compliance with regulatory requirements. Qualifications - Some post-secondary education in business, finance, or a related field. - 2-3 years of experience in financial services or an administrative role where accuracy, service, and attention to detail were essential. - Knowledge of registered and non-registered investment products is an asset; we'll help you continue building your expertise. Requirements - Strong attention to detail and a commitment to accuracy. - Dependable and collaborative team player. - Clear communication skills to support others in delivering a seamless experience. - Service-oriented mindset with pride in providing trustworthy support. Benefits - Starting salary $49,000 - 53,000. - Performance-based incentives (5%), tied to individual, team, and organizational results. - Employer-paid Group benefits 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. Company Description At Kindred, we value genuine connection. We don’t use AI to screen applications—every resume is reviewed by a real person. If selected, you’ll hear from a Kindred team member by phone, and when possible, we prefer to meet candidates in person. Kindred is committed to building an equitable, diverse, and inclusive workplace.

Role Description The Kindred team is at the heart of our cooperative, bringing our values to life every day. More than financial professionals, we are trusted partners who care deeply about our members and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. We are currently recruiting a Manager, Investment Administration and Support to join our Investment Support team on a 16-month contract. Reporting to the Director, Wealth, you will lead a highly skilled team responsible for delivering centralized investment and estate administration services across Kindred. Your focus will be creating an engaged, high-performing team while leading process improvements, strengthening partnerships across the organization, and ensuring exceptional service for our members and internal teams. Key responsibilities: - Lead, coach and develop a high-performing Investment Support team, creating an environment of trust, collaboration, continuous learning and exceptional service. - Oversee the regular operations of the team, including but not limited to: - Estate administration - Centralized administration for registered and non-registered investments - Group RSP plans - Kindred Investment Shares - Monthly and year-end tax reporting - Internal support - Plan, prioritize and lead departmental initiatives relating to process improvement, digitization, development of workflows, and other initiatives. - Collaborate cross functionally to support ongoing operations and future growth, partnering to create joint solutions that serve the wider needs of Kindred. Qualifications - Leadership experience in financial services, wealth management, banking, or a related operational environment. - Experience leading teams through change, process improvements or operational initiatives. - Experience within wealth management, investment administration or estate administration is ideal. - Strong collaboration, communication and relationship-building skills. - Demonstrated ability to coach, develop and engage employees. Requirements - You're a collaborative leader who enjoys helping people succeed. - You create an environment built on trust, accountability, and teamwork. - You thrive on improving processes and finding better ways of serving both members and team members. - While experience in investment administration is certainly valuable, we're equally interested in leaders who have successfully led operational or service teams, embraced change, and built strong partnerships across an organization. - If you're curious, adaptable, and enjoy learning, we'll support you in building the specialized investment knowledge needed to succeed. Benefits - Starting salary $74,500 - $93,000 - Performance based target incentives (8%), tied to individual, team and organizational results - Employer paid group benefits plan with no waiting period - 4 weeks of vacation and generous paid time off provisions - Career growth opportunities, training & development support - Comprehensive staff benefits on financial products & services