Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Financial Operations Analyst managing commission data accuracy and sales compensation at OneDigital. Collaborating with cross-functional teams to ensure efficient financial operations.
Responsibilities
- Establish sales compensation plans
- Administer monthly sales compensation
- Research and resolve sales compensation issues
- Validate and audit monthly commission data for accuracy, completeness, and consistency
- Responsible for the Financial Operations month-end close
- Assist with the on-boarding of new acquisitions
- Work cross-functionally with Sales Leadership, Human Resources, Financial Planning & Analysis, and Accounting
- Provide policy and procedure guidance to the sales force
- Ensure the integrity of the CRM system
- Ad hoc reporting and analysis
- Perform additional responsibilities as requested or assigned
Requirements
- Bachelor’s Degree
- 3 - 5 years of sales compensation or financial operations, preferred
- Proficient with Microsoft Office applications including Excel, Word and Outlook
- Strong attention to detail (process oriented)
- Demonstrated ability to analyze issues, determine appropriate solutions and resolve problems
- Ability to maintain confidentiality while executing work with accuracy and a high level of attention to detail; able to look outside the box to see how items coordinate and link together
- Ability to communicate effectively both verbal and written with various levels of organization
- Strong organizational and time management skills to effectively prioritize tasks and meet deadlines
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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