Found Description
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
- 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
What You Will Bring
- 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 ...
Ready to Apply?
Submit your application for Senior Operations Associate - 4-month contract at Canada Life
Apply Now