Investment Support Specialist

The Kindred team is at the heart of our cooperative, bringing our values to life every day. In fact, they are woven into everything we do. More than financial professionals, we're 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. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities.

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.

What to bring

You combine sound judgment and attention to detail with the ability to make complex requirements clear. You investigate issues thoroughly, organize competing priorities and meet deadlines. You build trusted relationships, share your knowledge through practical coaching, and help others adopt improvements that strengthen member service and compliance. You also bring an active commitment to Kindred’s shared values and purpose.

Plus you bring your qualifications and experience

• 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

You will be part of a collaborative team where you can engage with our purpose and where your ideas matter. You’ll be expected to continually grow your skills and abilities, and to share your expertise and experience with team members.

Why Kindred

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. For many roles, we offer flexible and remote options that we can discuss with you. And of course, your total rewards package includes competitive cash compensation plus an array of wellness benefits and financial products and services at preferred rates for employees.

Our comprehensive total rewards package includes:

• 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

When you choose Kindred to further your career, you’re joining an engaged workforce at a certified that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred? Visit us at www.kindredcu.com/careers to learn more about why people enjoy working with us. If this role sounds like a good fit, please apply.

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. If you choose to use AI to support your application materials, we encourage you to ensure your own voice and personality still come through. Kindred will acknowledge all applications received and advise all candidates when the position is filled.

As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.