Bilingual Data Integrity Specialist, temporary 6-month contract

Canada Life Group; London; On-site; CAD 48,000 - 75,000; Full time

Benefits offered by this job

Career development

Health & dental benefits

Education reimbursement

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life is seeking a Bilingual Data Integrity Specialist on a 6-month contract to ensure files comply with regulatory standards and support Advisors with accurate trade documentation.

You will review applications, verify paperwork, coordinate with Advisors and Head Office, and stay current with policy changes while delivering clear bilingual service in English and French.

Qualifications

• College diploma and/or 1-3 years of experience within a regulatory framework working on mutual funds and/or securities.
• Bilingualism (French and English) required for regular client service in both languages.
• Strong written, verbal and virtual communication and customer service skills.
• Strong analytical skills with ability to sort through data and extract insights.
• Strong attention to detail and accuracy.
• Ability to adapt to a changing business environment and adhere to procedures.
• Ability to stay composed under pressure and prioritize tasks.

Responsibilities

• Review new applications and trade paperwork for accuracy and completeness.
• Run, compile, save, and compare transaction report information to paperwork.
• Verify information within Investment Centre as needed.
• Communicate with advisors and staff regarding missing documentation.
• Liaise with advisors and head office to resolve investment issues.
• Escalate unresolved issues to Team Coordinator.
• Track and resolve Not In Good Order transactions and paperwork.
• Stay up to date on processes, policies, and procedures.
• Support auditors and maintain compliance records.

Skills

Bilingual

Attention to detail

Analytical skills

Regulatory knowledge

Education

College diploma

Job description

Bilingual Data Integrity Specialist, temporary 6-month contract

Description:

Temporary Full Time

We are looking for a Data Integrity Specialist, Wealth Operations

The Data Integrity Specialist is accountable for ensuring files are compliant within compliance and regulatory standards. Working in close partnership with the field offices, the Data Integrity Specialist will provide ad-hoc value-added verification of trade completeness to Advisors.

What you will do

• Review new applications, trade paperwork and supporting documents for accuracy and completeness.
• Run, compile, save, and compare transaction report information to transaction paperwork for accuracy and retention purposes.
• Verifying and investigating information within Investment Centre when necessary
• Communicating with advisors/ Administrative Staff regarding incomplete / missing documentation and requirements.
• Liaising with Advisors/Admin Staff and possibly Head Office staff for resolution of investment related issues
• Escalating unresolved issues to Team Coordinator.
• Track, report and resolve all Not In Good Order transactions/paperwork for advisors
• Staying up to date on processes, policies, and procedures

What you will bring

• College diploma and/or 1-3 years of experience within a regulatory framework working on mutual funds and/or securities.
• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Strong written, verbal and virtual communications and customer service skills
• Strong analytical skills, with the ability to sort through data and pull out meaningful intel.
• Strong attention to detail
• Ability to adapt to an ever-changing business environment
• Ability to ensure policies and procedures are adhered to
• Ability to succeed and work well under pressure
• Ability to prioritize, focus and balance multiple priorities at all times.

The base salary for this position is between $48,000 - $75,300 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

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. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. 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.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

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:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.

• Health & Wellness: Flexible health and dental benefits,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.

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity: We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.