Bilingual Trade Resolution Specialist

5 hours ago

Mississauga, Ontario, Canada Primerica Full time

About This Position
We are looking for a Bilingual Trade Resolution Specialist to join our Mutual Fund Department.

Salary range: $43k-$47k

Position Type: Replacement for existing vacancy

Responsibilities
Responsibilities and Qualifications

  • Initiate outbound contact with agents via phone, email to address quality of business issues and deficient trades
  • Communicate required corrections, missing information, or documentation needed to resolve deficiencies
  • Log all inquiries, agent communication on spreadsheet and matching of responses to the appropriate trades
  • Responsible for sending resolved trades to be scanned and returning un-resolved manual trades (kickbacks) to agents via ICS
  • Log the status of calls made, emails sent, being resolved or kicked back
  • Prepare daily, weekly, and monthly activity report for management including Top 10 deficiencies
  • Other duties as may be assigned

Qualifications

  • Post secondary education or equivalent knowledge through working experience
  • Excellent written and verbal communication skills in English and French
  • Quick learner and ability to work well both independently and in a team environment
  • Excellent organizational and time management skills
  • Ability to work under pressure and meet deadlines in a high volume, fast-paced environment
  • Proficient in MS Office (excel, word)

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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