Order Entry Specialist, Bilingual - Montréal, Canada - Canada Life Assurance Company

Canada Life Assurance Company

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Order Entry Specialist, Bilingual (French and English)

**Description: - Permanent Full Time- Reporting to the Assistant 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

Bilingual in French and English is a requirement.
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
Selfmotivated and enjoy a busy work environment
Ability to meet strict daily deadlines
Ability to organize and prioritize daily responsibilities

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

The base salary for this position is between
$41,400.

00:
- $65,300.00 **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.

Be your best at Canada Life
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You're part of a diverse and inclusive workplace where your career and wellbeing are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you'll deliver on our shared purpose to improve the wellbeing of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted

- #LI-Hybrid
Requisition ID:
639
Category:Customer Service and Administration
Location:Montreal Quebec, Quebec, H3G 1T4
Date:Mar 20, 2024