Order Entry Specialist - Winnipeg, Canada - Canada Life Assurance Company

Canada Life Assurance Company
Canada Life Assurance Company
Verified Company
Winnipeg, Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description

Job Description:


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

  • 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
**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.


We are one of Canada's top 100 employers

  • 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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