Elevate your career as a Senior Operations Associate with Canada Life on a temporary 6-month contract. Focus on processing complex mutual fund transactions while ensuring compliance and communication with advisors.
This role requires a keen understanding of the mutual fund industry and regulatory guidelines. As a Senior Operations Associate, you will review advisors' transactions and ensure they meet necessary standards. Your attention to detail and strong communication skills will be essential in turning 'not in positive order' trades into compliant transactions.
Key Responsibilities:
• Process complex mutual fund transactions diligently
• Review and ensure accuracy of advisor-entered transactions
• Communicate necessary changes to advisors effectively
• Track and report activity to minimize financial impact
• Meet strict service standards consistently
Requirements:
• Completion of the IFIC Operations or Investment Funds Course (asset)
• Prior experience communicating with advisors (asset)
• Strong written communication skills
• Ability to organize and prioritize daily responsibilities
• Self-motivated in a busy work environment
Combine your operational expertise and mutual fund knowledge at Canada Life to improve financial wellness.
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📌 Senior Operations Associate at Canada Life (Ontario)
🏢 Canada Life Group
📍 Ontario
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