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Job Title


Account Manager, Investor Services


Company : Arthur J. Gallagher & Co. (AJG) https://static.wha


Location : Toronto, Ontario


Created : 2026-04-14


Job Type : Full Time


Job Description

IntroductionAt Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in whats possible. As part of our global team, youll 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. Were a community of confidently curious problemsolvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, youll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.OverviewArtex is one of the worlds 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 todays challenges and tomorrows opportunities.We are seeking motivated and dynamic individuals for the position of Account Manager, Investor Services to 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 impactAssist with the delivery of a full range of investor services to assigned fund clientsEnsure timely and accurate processing of subscriptions, redemptions, transfers and dividendsReview offering documents and service agreements for funds, mutual funds, unit trusts, & partnershipsManage client compliance with relevant AML/ATF and FATCA & CRS regulationsProcess the creation and reporting of side pockets for ILS fund structuresContinually evaluate the efficiency and effectiveness of operational policies, procedures and controls to ensure timelines are met and errors and operational risk are minimizedWork closely with management to develop new tools to service new client requirementsPerform transfer agency functions including but not limited to processing subscriptions, redemptions, share transfers, dividends and generating client adhoc reportingAssist with adhoc projects, as requiredAbout YouUniversity 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 staffProven experience with creating side pockets for hedge or ILS fund structures will be preferredAdvanced knowledge of antimoney laundering regulations, due diligence procedures and ERISA requirementsProven supervisory experience in a complex operations management departmentMust have proven experience in managing, training and developing staffStrong understanding of FATCA & CRS regulationsExcellent computer and business application skills include proficiency with Microsoft Office and strong user of Excel and WordExperience in a client facing role with excellent written and verbal communication skills and problem solving abilityAbility to meet tight deadlines and must be prepared to work extended hours and public holidays as required#LI-KK2Compensation and benefitsOn top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.Below are the minimum core benefits youll get, depending on your job level these benefits may improve:Flexible medical & dental coverage to meet your household's needsLife, Dependent Life and AD & D Insurance optionsRetirement savings including RRSP including a company match, TFSA, pension and moreEmployee Stock Purchase PlanOther benefits include:Educational expense reimbursementEmployee assistance programsDiscounted gym membership (GoodLife Fitness)Opportunity for flexible work arrangementsPaid sick days & personal daysEmployee education recognition programEmployee referral bonus programWe value inclusion and diversityClick Here to review our Canada Eligibility RequirementsInclusion and diversity (I&D) is a core part of our business, and its 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 nonconforming 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. Gallaghers 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 predetermined qualifications. #J-18808-Ljbffr