Join Canada Life as a Senior Operations Associate on a temporary full time basis. This role focuses on managing 'in kind' transfers and requires strong attention to detail in a quick-paced environment.
As a Senior Operations Associate reporting to the Team Leader, you will ensure accurate processing of third-party funds transfers. Your expertise in mutual funds and investment products will help you maintain electronic records, communicate effectively with partners, and adhere to service standards.
Key Responsibilities:
• Review client statements for 'in kind' transfers
• Process transferred assets accurately and timely
• Maintain electronic records of transfers
• Communicate regularly with field teams
• Correspond with mutual fund companies and dealers
Requirements:
• Experience with mutual funds and investment products
• Previous role in Fundserv or Investment Centre preferred
• Solid attention to detail and deadline management
• Verbal and written communication skills
• Proficiency in MS Office, especially Excel
Bring your mutual funds expertise and customer service skills to enhance operations at Canada Life.
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📌 Temporary Senior Operations Associate Role London (Canada)
🏢 Canada Life
📍 Canada