Job Description: 10 months contract Job description The Account Resolution Representative (ARR) is responsible for the investigation, follow up and resolution of not-in-good-order (NIGO) transaction requests for mutual and segregated funds distributed by Sun Life Global Investments.

The ARR validates trade and account related documentation using a proprietary software interface and liaises with Advisors, Dealers and MGAs to obtain efficient and timely resolution of trade and account updates.

The ARR works in a volume and production driven environment where speed, quality, keen eye to detail, concurrent multi-tasking with multiple software interfaces, and communication prowess matter.

Qualifications As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.





Ease working concurrently with multiple software interfaces and tech applications Well organized with the ability to multi-task and forge positive relationships Excellent communication skills by phone and email Demonstrated problem solving capabilities Results oriented; takes personal accountability Ability and willingness to work a fixed shift between 10:00 am and 6:00 pm Monday to Friday Preferred skills Knowledge of Mutual Fund and Segregated Fund products and administration Experience with the distribution network and various operating systems used within the investment fund industry Responsibilities Pull up, review and validate not-in-positive-order (NIGO) trade and account update requests Contact Advisors, Dealers and MGAs by phone, email or fax to obtain amended requests, using Sales Force contact information and customized contact sheets Log all comments and interaction notes in the proprietary software interface and Sales Force, and continue to monitor work packages until resolution Respond to follow up inquiries from Advisors by phone and email Weekly chair duties which include being the huddle master and email inbox monitor Escalate exception cases to Team Lead

📌 Bilingual Account Resolution Representative (Toronto)
🏢 Sun Life
📍 Toronto