Senior Operations Coordinator

Canada Life; Winnipeg; On-site; CAD 46,000 - 69,000; Full time

Benefits offered by this job

Education Reimbursement

Health & Wellness benefits

Volunteer Day

Pension Plan

Share Ownership Program

Employee Discounts

Job summary

Canada Life is seeking a Senior Operations Coordinator to provide high-level support to the VPIC Team, managing account and systems administration and ensuring data integrity across daily operational processes.

You will reconcile, validate data, and generate reports while collaborating with trading and client service teams to resolve issues and drive process improvements within a trusted Canadian financial services environment.

Qualifications

• Diploma or degree in Commerce, Business Administration, Economics, or related discipline.
• Willingness to complete Canadian Securities Course or similar education.
• Knowledge of investment management principles and trends.
• Proficiency with Microsoft Excel expected.
• Experience in investment or financial services is an asset.

Responsibilities

• 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.
• Collaborate with the VPIC Trading and Client Service teams to triage, troubleshoot, and resolve operational issues.
• 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.
• Provide status updates to VPIC team members and leaders.
• 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.

Skills

Salesforce

Portfolio management software

Microsoft Excel

Data accuracy

Analytical thinking

Communication skills

Time management

Client service mindset

Education

Diploma or degree in Commerce/Business Administration/Economics

Tools

Salesforce

Portfolio management software

Microsoft Office

Job description

Permanent Full Time

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.

What You Will Do

• 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.
• Collaborate with the VPIC Trading and Client Service teams to triage, troubleshoot, and resolve operational issues.
• 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.
• Provide status updates to VPIC team members and leaders.
• 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.

What You Will Bring

• Diploma or degree in Commerce, Business Administration, Economics, or related discipline
• Willingness to expand on professional qualifications by completing the Canadian Securities Course or similar security industry education.
• Knowledge of investment management principles, best practices, and emerging trends.
• Technological fluency and an ability to learn and adapt to new technology effectively.
• 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.
• A strong client service mindset.
• Advanced organizational skills, with the ability to manage time effectively and balance multiple tasks with competing priorities.
• Proven analytical, problem solving, and decision-making skills.
• A desire to strive for continuous improvement, with a creative outlook and resourceful nature.

The base salary for this position is between $45,900 - $68,800 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

• 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