Senior Operations Associate - 4-month contract

The Canada Life Assurance Company • Montreal, QC

2d • CA$45,600 - CA$68,400 • Hybrid

About The Position

This is a temporary full-time contract for 4-months. 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.

Requirements

• A thorough understanding combined with experience working with mutual funds, investment products and mutual fund dealers is required
• Previous experience in a role that required a strong attention to detail while working towards deadlines is required
• 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

Nice To Haves

• A previous role working in Fundserv and Investment Centre is an asset
• IFIC Sales/IFIC Operations preferred is an asset
• Previous experience providing excellent customer service in the investment industry including advisors is an asset
• 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

Responsibilities

• 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

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed