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About the Role

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.

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

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
• Bilingualism (fluent in French, English, both oral and written) is required for Quebec only

Skills

• 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
• 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

Location

• London
• Montreal

Work Type

• Permanent
• Full Time
• Hybrid

Salary/Compensations

• $45,600 - $68,400 annually

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.

About the Company

• We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
• Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
• We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other.
• Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
• Learn more about Canada Life.

Equal Opportunity

• We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
• Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.