Process investment transactions accurately for Financial Horizons, using Wealth Serv and specialized Segregated Funds knowledge in a temporary full time role.
The Investment Specialist processes applications, transactions, and trades for Financial Horizons, a Canada Life company. This role requires investment product knowledge, careful application review, advisor communication, and Microsoft Office experience.
You will work extensively with Wealth Serv, back-office systems, and insurance carrier websites.
Key Responsibilities:
- Scrub received applications while meeting required service-level agreements
- Contact advisors for missing information or required signatures
- Enter applications and complete trades in Wealth Serv
- Follow up on transfers and update current Wealth Serv data
- Retrieve and respond to incoming email inquiries
Requirements:
- Specialized knowledge of investment products, especially Segregated Funds
- Minimum five years in insurance and financial services
- Proven experience using Microsoft Office applications
- Knowledge of Wealth Serv is an asset
- Post-secondary education or equivalent
Apply investment operations expertise, Wealth Serv skills, and accurate transaction processing experience with Financial Horizons and Canada Life.