Closed listing
Senior Operations Associate, temporary 6-month contract
- London, ON, Canada
The base salary for this position is between $43,400 - $65,100 annually. · Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- The base salary for this position is between $43,400 - $65,100 annually.
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Temporary Full Time
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund accounts in support of our distribution partners.
What you will do:
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund accounts in support of our distribution partners.
What you will do:
- 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
- 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
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
More about this job
Responsibilities
Process complex financial and non-financial transactions for mutual fund accounts accurately and on time, and review transactions submitted by advisors. Communicate requirements to resolve trades that are not in good order, track and report activity, and meet service standards.
Requirements
IFIC Operations and/or Investment Funds Course completion is an asset, as is experience communicating with advisors and working knowledge of mutual fund regulations and business processes. Candidates should have strong written communication and attention to detail, work well in a team, stay self-motivated in a busy environment, and organize priorities to meet strict daily deadlines.
Skills
- Financial Transaction Processing
- Mutual Fund Transactions
- Transaction Review
- Advisor Communication
- Regulatory Compliance
- Mutual Fund Industry Knowledge
- Attention to Detail
- Written Communication
- Organization
- Prioritization
- Deadline Management
- Activity Tracking and Reporting
- Teamwork
- Self-Motivation
Benefits
- Career Development
- Education Reimbursement
- Health Benefits
- Dental Benefits
- Mental Health Benefit
- Vacation
- Personal Days
- Volunteer Day
- Company-Matching Pension Plan
- Share Ownership Program
- Investment Options
- Employee Recognition Programs
- Employee Discounts
- Employee Resource Groups
- Mentorship Programs
- Social Clubs and Events
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
Keywords
- Mutual Funds
- Financial Transactions
- Non-Financial Transactions
- IFIC Operations Course
- Investment Funds Course
- Advisor Communication
- Regulatory Guidelines
- Quadrus
- Fund Company Business Processes
- Transaction Processing
- Transaction Review
- Not-in-Good-Order Trades
- Service Standards
- Activity Tracking
- Activity Reporting
- Daily Deadlines
- Written Communication
- Attention to Detail
- Prioritization
- Distribution Partners