Operations Associate Jobs in Woodstock, ON (NOW HIRING)

Permanent Full Time 

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Reporting to the Team Leader, Quadrus Services & Admin., you will be responsible for "in kind" transfers of third party funds between Quadrus Investment Services and other mutual fund dealers and advisors transferring their books of business in/out of Quadrus.

What you will do

• Review client statements, providing quotes advising paperwork requirements for 'in kind' transfers
• Accurate and timely processing of transferred assets
• Maintenance of electronic records of each transfer
• Regular communication with the field on transfers and product related issues
• Working within service standards to minimize financial impact
• Corresponding regularly with other mutual fund companies and dealers
• Working with external advisors to transition their books of business

What you will bring

• A thorough understanding combined with experience working with mutual funds, investment products and mutual fund dealers is required
• A previous role working in Fundserv and Investment Centre is an asset
• IFIC Sales/IFIC Operations preferred is an asset
• Previous experience in a role that required a strong attention to detail while working towards deadlines is required
• Previous experience providing excellent customer service in the investment industry including advisors is an asset
• Strong verbal and written communication skills
• Proven ability to manage multiple tasks while prioritizing and managing deadlines
• Team player with the ability to work independently
• Proficient in MS Office including Excel
• Self-motivated and enjoy a busy work environment
• As this position is posted in several locations, we specify that bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: London or Montreal.

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The base salary for this position is between $45,600 - $68,400 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  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

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

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