Reporting to the Manager of Operations, the Senior Operations Coordinator provides critical, high-level support to the VPIC Team. The incumbent is responsible for managing account and systems administration and contributes to the maintenance of the independent book of record by performing reconciliation, data integrity, and reporting processes.

The Operations

Associate collaborates with the VPIC Trading team, Client Service team, and custodian to ensure the accurate and efficient execution of day-to-day operational processes.

The Operations

Associate also supports the Operations team with the maintenance of process and procedural documentation and provides recommendations for the continuous improvement of the operations function to VPIC leaders. Maintain accurate and up to date client and financial account information in the VPIC portfolio management (PM) system. Import daily trade blotters for equities and mutual funds and input client transactions.

Develop and maintain payment schedules for Auto Trades, PACs, and SWPs. Set up records for new clients and accounts in the PM system and customer relationship management system. Complete daily reconciliation of portfolio positions and security pricing between custodial and PM systems.

Verify trades settle as requested and client requests have been executed by the custodian as per VPIC instruction. Match the details of corporate actions and other transactions in the PM system with custodial data and third-party information providers. Perform book value reconciliation, performance verification and other data validation tasks as required.

Liaise with the PM software vendor and the VPIC custodian to resolve technical issues. Collaborate with the Operations team to review and document existing processes and procedures in support of continuous improvement and operational excellence. Assist the Manager of Operations, Director of Operations, and other VPIC leaders with special projects and initiatives related to operational reporting, data quality, and integrity.





Diploma or degree in Commerce, Business Administration, Economics, or related discipline Knowledge of investment management principles, best practices, and emerging trends. Related experience in an investment or financial services environment, and knowledge of the Canadian securities industry is considered an asset. Working knowledge of Salesforce and portfolio management software is considered an asset.

Proficiency in Microsoft Office software, with an emphasis on Microsoft Excel expertise. Ability to communicate in a clear and concise manner, both verbally and in writing, to ensure effective interaction with key stakeholders. High attention to detail and commitment to data quality and accuracy.

Advanced organizational skills, with the ability to manage time effectively and balance multiple tasks with competing priorities. A desire to strive for continuous improvement, with a creative outlook and resourceful nature. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.We’re committed to supporting our employees through every stage of their career.

Here’s what you can expect as a full-time or part-time permanent team member: Flexible health and dental perks,plus a $5,000 mental health benefit to support your well-being. Time Off :In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

Financial

Security :Company-matching pension plan,share ownership program andadditionalinvestment options. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Coordinator (Business Operations Manager) (Winnipeg)
🏢 Canada Life Group
📍 Winnipeg