Senior Operations Associate

Canada Life; London; On-site; CAD 43,000 - 65,000; Full time

Job summary

Canada Life in London, Ontario, is seeking a Permanent Full Time specialist to accurately process mutual fund transactions for clients and support our distribution partners.

You will review advisor-entered transactions, convert not-in-good-order trades to in-good-order trades, and ensure compliance with mutual fund industry guidelines and Quadrus. Strong communication, attention to detail, and teamwork are essential for success.

Qualifications

• Completion of the IFIC Operations and/ or Investment Funds Course is an asset
• Previous experience in a role communicating with Advisors is an asset
• Working knowledge of the mutual fund industry, regulatory guidelines and Quadrus & fund company business processes is an asset
• Excellent written communication skills
• Attention to detail
• Team player committed to achieving team objectives
• Self-motivated and enjoy a busy work environment
• Ability to meet strict daily deadlines
• Ability to organize and prioritize daily responsibilities

Responsibilities

• Processing complex transactions to mutual fund accounts
• Reviewing transactions entered by advisors
• Communicating with advisors' requirements to turn "not in good order" trades into "in good order" trades
• Understanding the mutual fund industry, regulatory guidelines, Quadrus and fund company business processes
• Tracking and reporting activity
• Meeting service standards to minimize financial impact

Skills

Attention to detail

Excellent written communication

Team player

Self-motivated

Ability to meet deadlines

Organizational skills

Education

IFIC Operations/Investment Funds Course

Tools

Quadrus

Job description

Permanent Full Time

Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund accounts in support of our distribution partners.

What you will do:

• Processing complex transactions to mutual fund accounts
• Reviewing transactions entered by advisors
• Communicating with advisors' requirements to turn "not in good order" trades into "in good order" trades
• Understanding the mutual fund industry, regulatory guidelines, Quadrus and fund company business processes
• Tracking and reporting activity
• Meeting service standards to minimize financial impact

What you will bring:

• Completion of the IFIC Operations and/ or Investment Funds Course is an asset
• Previous experience in a role communicating with Advisors is an asset
• Working knowledge of the mutual fund industry, regulatory guidelines and Quadrus & fund company business processes is an asset
• Excellent written communication skills
• Attention to detail
• Team player committed to achieving team objectives
• Self-motivated and enjoy a busy work environment
• Ability to meet strict daily deadlines
• Ability to organize and prioritize daily responsibilities

The base salary for this position is between $43,400 - $65,100 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’re united by a shared purpose: to improve the financial, physical and mental well‑being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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 annually towards education 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 and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about 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 handled in accordance with applicable laws and Canada Life policies.

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