External In-kind Transfer Specialist Quadrus
2 weeks ago
**Job Description**:
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
- French/English bilingual is an asset
**_ 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, Montreal._**
**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_**.
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