Pfsl Operations Specialist

4 months ago

Mississauga, Canada Primerica Full time

About this Position

We are looking for Bilingual Operations Specialist to join our Mutual Fund Department. To provide administrative support to the Operations Auditors. Generate numerous reports to be worked on to ensure internal and regulatory policies are met. Prepare communication to address outstanding issues to the field.

Responsibilities and Qualifications

**Responsibilities**:

- Responsible to generate and print Daily Trading Blotter (DTB)
- Prepare DTB Summary Memo
- Create, update, and maintain AO’s on Mainframe
- Issue and send suitability warning letters to Reps
- Responsible to prepare files for escalation to Field Management
- Prepare and review items for scanning
- Review/update FATCA/CRS forms/database
- Responsible to research outstanding items as needed using Imaging on HOHP
- Provide administrative support to Operation Auditors
- Miscellaneous duties may be assigned

Qualifications:

- Post-secondary education or equivalent work experience
- Excellent verbal and written communication skills in English and French
- Ability to work under pressure in a high volume, fast-paced environment
- Excellent organizational & time management skills with the ability to multi-task
- Self-motivated, detail orientated and able to work with minimum supervision
- Able to thrive in a team environment
- Proficiency with Microsoft office programs (Word, Excel, Access)

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

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