Financial Analyst role at U.S. Bank providing financial analyses, forecasting, and consulting for management. Develops presentations and resolves data issues for business decisions.
About the role
- Investment Specialist processing investment transactions and trades at Canada Life. Ensures timely and accurate application processing and adherence to SLAs in a diverse work environment.
Responsibilities
- Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met
- Communicates with advisors to obtain missing information and/or signatures required on investment applications
- Application entry into the WealthServ system
- Ensuring adherence to process to mitigate required LOI’s
- Email wire order confirmation for application submission
- Completes transactions and trades on WealthServ system
- Transfer follow ups – ongoing updates to ensure current data is captured in the WealthServ system
- Retrieve and respond to incoming email inquiries and requests
Requirements
- Possesses specialized knowledge of investment products, specifically Segregated Funds
- Minimum of 3 years experience in the insurance and financial services industry
- Proven experience in Microsoft Office applications
- Knowledge of WealthServ an asset
- Completion of Post-Secondary School, or equivalent
Benefits
- Inclusive, accessible environment
- Professional development opportunities
- Career growth
- Diverse workplace
- Health and well-being programs
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