Distribution Service Assistant-wealth Management

2 months ago

London, Canada Canada Life Assurance Company Full time

**Description**:

- Welcome to Canada Life- Temporary Full Time- Reporting to the Associate Manager of Centralized Operations in Individual Customer, you will be a member of a team operating in a fast-paced environment that is responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual Funds). You will work cohesively with other members of the team and our internal partners in various aspects as set out in the following accountabilities:
- You will be accountable for:- Accurate and timely indexing of various documents for our Wealth Products on OnBase
- Investigation to determine proper routing of electronic documents
- Handling of requests received in a shared mailbox from our internal and external partners
- Adhoc tasks as assigned- Required Competencies and Behaviors:- Strong organizational skills and proven ability to multi-task
- Demonstrated high level attention to accuracy and detail
- Demonstrated ability for flexibility to change focus as priorities shift within the team
- Team player with the ability to work independently
- Proven ability to handle high volumes and tight deadlines
- Excellent communication skills
- Strong focus on customer service for our advisors and their clients
- Previous experience in data entry would be an asset
- Previous experience working in a fast paced environment would be asset
- Knowledge of the Wealth product shelf and OnBase would be an asset- Eligibility Requirements:- Regular Full Time/Regular Part-time employees must have been in their current role for a minimum of one year or as otherwise specified in the employment offer contract.
- Temporary or Casual employees must wait until one month prior to the end of their assignment before applying.
- The employee must be demonstrating acceptable performance.-
- 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.

  • Distribution Service Assistant

    3 weeks ago

    London, Canada Canada Life Assurance Company Full time

    Distribution Service Assistant **Description: - Temporary Full Time- Reporting to the Associate Manager of Wealth Business Service team in Centralized Operations, you will be a member of a team operating in a fast-paced environment that is responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities,...

  • Client Service Associate

    3 days ago

    London, Canada Assante Wealth Management Full time

    **Position: Client Service Associate** Company: Assante Wealth Management Location: London, Ontario Do you want to make a difference in the lives of others? We are looking for a **Client Service Associate** who is dynamic, collaborative and passionate about client service, team operations and growing the business together. Assante Wealth Management is a...

  • Wealth Management Assistant

    3 weeks ago

    London, Canada National Bank of Canada Full time

    **Primary Locations**:London, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

  • Insurance Associate

    2 months ago

    London, Canada Aviso Wealth Full time

    The Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services...

  • Wealth Coordinator, Wealth Management

    2 weeks ago

    London, Canada BDO Full time

    **Putting people first, every day** BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

  • Wealth Coordinator, Wealth Advisory Services

    1 week ago

    London, Canada BDO Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

  • Client Support Associate

    4 weeks ago

    London, Canada Assante Wealth Management Full time

    **Position: Client Support Associate** Company: Assante Wealth Management Location: London, Ontario Do you want to make a difference in the lives of our clients? We are looking for a charismatic full time Client Support Associate who is a savvy communicator and meticulous with details. We are a growing office and looking to add to our team. This role may...

  • Total Wealth Receptionist/branch Operations

    2 weeks ago

    London, Canada Scotiabank Full time

    Requisition ID: 169861 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Wealth Management Associate

    2 weeks ago

    london, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

  • Financial Service Assistant

    2 weeks ago

    London, Canada Libro Credit Union Full time

    Career Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people like...

  • Advisor Assistant

    2 weeks ago

    London, Canada Zavitz Insurance & Wealth Inc. Full time

    Zavitz Insurance & Wealth Inc. is an award-winning organization recognized for our customer service excellence and community involvement. Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. Zavitz Insurance & Wealth’s commitment is to always act in the...

  • Wealth Management Associate

    4 weeks ago

    London, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Scotia Wealth Management Receptionist/branch

    1 week ago

    London, Canada Scotiabank Full time

    Requisition ID: 197048 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Wealth Management Associate

    1 week ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective communication between all...

  • Wealth Management Associate

    1 week ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective communication between all...

  • Wealth Management Associate

    2 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective communication between all...

  • Wealth Management Associate

    24 hours ago

    London, Canada National Bank of Canada Full time

    **Primary Locations**:London, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer...

  • Assist Manager Mail Distribution Services

    2 months ago

    London, Canada Canada Life Assurance Company Full time

    **Job Description**: The Mailroom Operations handles all incoming and outgoing correspondence for all business areas and lines of businesses within the company. Within this environment, the Assistant Manager, Mail Distribution Services is responsible for all staffing and performance functions for the Mail Distribution Service team including **What you will...

  • Wealth Management Associate

    4 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective communication between all...

  • Wealth Management Associate

    2 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective communication between all...