External In-kind Transfer Specialist Quadrus - London, Canada - Canada Life Assurance Company

Canada Life Assurance Company

Verified Company

London, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description:

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
Selfmotivated and enjoy a busy work environment
French/English bilingual is an asset

_ 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, Montreal._
**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 well-being 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 well-being 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_**.

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