Excel in a hybrid setting with Sun Life as a Bilingual Account Resolution Representative. Oversee account updates and transactions while engaging with clients in both French and English.

This one-year contract role requires proficiency in handling not-in-good-order (NIGO) transactions for mutual and segregated funds. You will validate trade documentation and liaise with Advisors, Dealers, and MGAs to resolve issues efficiently. Emphasizing speed, accuracy, and communication skills, this position invites you to develop your expertise while making impactful contributions to clients' financial well-being.

Key Responsibilities:
• Validate NIGO trade and account requests using proprietary software
• Contact Advisors and Dealers to obtain amended requests




• Log interaction notes in the software and monitor work packages
• Respond to follow-up inquiries via phone and email
• Build relationships with cross-functional teams to facilitate resolutions

Requirements:
• Bilingual in French and English for client interactions
• Knowledge of Mutual and Segregated Fund administration
• Experience in high-volume Investment Operations
• Strong problem-solving and analytical skills
• Willingness to work fixed hours Monday to Friday

Make meaningful contributions that enhance client experiences at Sun Life!
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📌 Bilingual Account Resolution at Sun Life (Ontario)
🏢 Sun Life
📍 Ontario