Senior Operations Associate

Permanent Full Time

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Reporting to the Team Leader Quadrus Services & Admin. you will be responsible for in kind transfers of third party funds between Quadrus Investment Services and other mutual fund dealers and advisors transferring their books of business in/out of Quadrus.

What you will do

• Review client statements providing quotes advising paperwork requirements for in kind transfers
• Accurate and timely processing of transferred assets
• Maintenance of electronic records of each transfer
• Regular communication with the field on transfers and product related issues
• Working within service standards to minimize financial impact
• Corresponding regularly with other mutual fund companies and dealers
• Working with external advisors to transition their books of business

What you will bring

• A thorough understanding combined with experience working with mutual funds investment products and mutual fund dealers is required
• A previous role working in Fundserv and Investment Centre is an asset
• IFIC Sales/IFIC Operations preferred is an asset
• Previous experience in a role that required a strong attention to detail while working towards deadlines is required
• Previous experience providing excellent customer service in the investment industry including advisors is an asset
• Strong verbal and written communication skills
• Proven ability to manage multiple tasks while prioritizing and managing deadlines
• Team player with the ability to work independently
• Proficient in MS Office including Excel
• Self-motivated and enjoy a busy work environment
• As this position is posted in several locations we specify that bilingualism (fluent in French English both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

Given the size and scope of our organization we have the flexibility for this position to be located in the following head office locations: London or Montreal.

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The base salary for this position is between $45600 - $68400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus commission etc). If you are selected to move forward in our recruitment process your recruiter will be able to discuss additional details of our total rewards program with you.

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

Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each 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:

Were committed to supporting our employees through every stage of their career. Heres 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$2000 annuallytowardseducation reimbursement.
• Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.

Learn moreaboutCanada Life.

Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants however only those who qualify for an interview will be contacted.

#LI-Hybrid

Required Experience:

Senior IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Yearly Salary Salary: 45600 - 68400