External Transfer Specialist, Quadrus Wm

4 weeks ago

Montréal, Canada Canada Life Assurance Company Full time

External Transfer Specialist, Quadrus WM - Temporary 9-month contract

**Description:
- Temporary Full Time- 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.- This is a temporary full-time contract for 9-months.**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
French/English bilingual is an asset
- The base salary for this position is between **$41,400.00**:

- $65,300.00 **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.-
- Be your best at Canada Life- Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.- You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.- Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.-
- Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.- #LI-Hybrid**Requisition ID**:906**Category**:Customer Service and Administration**Location**:Montreal, Quebec
- London, ON**Date**:Apr 23, 2024

  • External Transfer Specialist, Quadrus Wm

    3 weeks ago

    Montréal, Canada Canada Life Assurance Company Full time

    External Transfer Specialist, Quadrus WM **Description: - Permanent Full Time- 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...

  • Coordinator - External Transfers In

    3 weeks ago

    Montréal, Canada IG Wealth Management Full time

    **Location: Montreal** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its...

  • Coordinator - External Transfers In

    3 weeks ago

    Montréal, Canada Mackenzie Financial Corporation Full time

    **Job Description**: **Grade**: S4** **Division**: IGM-CSO** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians...

  • SAP Wm/ewm Consultant

    2 months ago

    Montréal, Canada Createch Full time

    Company Description Createch is a Canadian leader in operational performance improvement, supply chain optimization and in the integration of information technology solutions. Since 1993, we offer services in manufacturing and logistics performance improvement, process reengineering, change management and ERP solution implementation. The company integrates...

  • Order Entry Specialist, Bilingual

    3 days ago

    Montréal, Canada Canada Life Assurance Company Full time

    Order Entry Specialist, Bilingual (French and English) **Description: - Permanent Full Time- Reporting to the Assistant 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** -...

  • Knowledge Transfer Specialist

    2 days ago

    Montréal, Canada Centre universitaire de santé McGill Full time

    **Organization description** Le Centre universitaire de santé McGill (CUSM) est un centre hospitalier universitaire intégré, reconnu à l’échelle internationale pour l’excellence de ses programmes cliniques, de sa recherche et de son enseignement. Le CUSM a pour objectif d’assurer aux patients des soins fondés sur les connaissances les plus...

  • Bilingual Order Entry Specialist

    2 months ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: Reporting to the Assistant 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...

  • Senior Technology Transfer Specialist

    3 weeks ago

    Montréal, QC, Canada Core Healthcare Full time

    Responsible for new product processes and technology transfers. Pharmaceutical experience is a must. Works with researchers during manufacturing process development Responsible for developing manufacturing/packaging processes (from scale-up) to their full commercial scale Responsible for writing manufacturing masters of pilot batches and commercial...

  • Knowledge Transfer Specialist

    2 months ago

    Montréal, Canada Centre universitaire de santé McGill Full time

    **Organization description** Le Centre universitaire de santé McGill (CUSM) est un centre hospitalier universitaire intégré, reconnu à l’échelle internationale pour l’excellence de ses programmes cliniques, de sa recherche et de son enseignement. Le CUSM a pour objectif d’assurer aux patients des soins fondés sur les connaissances les plus...

  • Operation Specialist

    1 week ago

    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: The aim of Global Business Service Unit (GBSU) Canada is to deliver day-to-day services to Société Générale investment and corporate bank units and their clients to accelerate their transformation. GBSU differentiates itself from competitors with the pace of the agile transformation delivered, spreading the...

  • Responsable de projet WMS

    3 weeks ago

    Montréal, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire.Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la performance...

  • Responsable de projet WMS

    1 week ago

    Montréal, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire.Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la performance...

  • Responsable de projet WMS

    2 days ago

    montréal, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire.Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la performance...

  • Specialist, External Relations

    2 days ago

    Montréal, Canada Otsuka Full time

    **Type**: Permanent position **Location**: Montreal - Head Office **Department**: OCPI-President’s Office, Compliance, Legal **Reports To**: Director, External Relations **Summary of Purpose**: The External Relations Specialist is responsible for the identification and communication of emerging health policy changes (public and private) and for...

  • Technology Transfer Manager

    2 months ago

    Montréal, Canada McGill University Full time

    Please refer to the job aid for instructions on how to apply. Position Summary: This position is co-funded by Axelys, a non-profit organization whose mission is to contribute to the economic and social prosperity of Québec by accelerating the development and transfer of high-potential innovations stemming from public research. The Technology Transfer...

  • Responsable de projet WMS

    3 weeks ago

    Montréal, QC, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire. Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la...

  • Responsable de projet WMS

    2 weeks ago

    Montréal, QC, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire. Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la...

  • Responsable de projet WMS

    3 weeks ago

    Montréal, QC, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire.Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la performance...

  • Responsable de projet WMS

    3 weeks ago

    Montréal, QC, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire.Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la performance...

  • Responsable de projet WMS

    2 weeks ago

    Montréal, QC, Canada ALTEN Full time

    Dans cette annonce, l'utilisation du genre masculin a été adoptée afin de faciliter la lecture, et n'a aucune intention discriminatoire.Qui sommes-nous? Avec 57 400 consultants dans le monde, ALTEN est un leader dans le secteur de l'ingénierie et du conseil informatique. Depuis plus de 30 ans, nous contribuons à l'optimisation de la performance...