Senior Operations Associate
Canada Life
full-time
Posted on:
Location Type: Office
Location: London • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$43,400 - CA$65,100 per year
Job Level
Senior
About the role
- Processing complex transactions to mutual fund accounts
- Reviewing transactions entered by advisors
- Communicating with advisors' requirements to turn "not in good order" trades into "in good order" trades
- Understanding the mutual fund industry, regulatory guidelines, Quadrus and fund company business processes
- Tracking and reporting activity
- Meeting service standards to minimize financial impact
Requirements
- Completion of the IFIC Operations and/or Investment Funds Course is an asset
- Previous experience in a role communicating with Advisors is an asset
- Working knowledge of the mutual fund industry, regulatory guidelines and Quadrus & fund company business processes is an asset
- Excellent written communication skills
- Attention to detail
- Team player committed to achieving team objectives
- Self-motivated and enjoy a busy work environment
- Ability to meet strict daily deadlines
- Ability to organize and prioritize daily responsibilities
Benefits
- Health insurance
- Professional development
- Inclusive workplace
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
excellent written communication skillsattention to detailteam playerself-motivatedability to meet strict daily deadlinesability to organize and prioritize
Certifications
IFIC Operations CourseInvestment Funds Course