Insurance Operations Lead overseeing insurance workflows and driving process improvements using emerging technologies. Collaborating with stakeholders to deliver efficient and compliant insurance operations.
About the role
- Senior Operations Associate responsible for processing mutual fund account transactions and supporting distribution partners. Engaging with advisors to ensure compliance and accuracy in transactions.
Responsibilities
- Processing complex transactions to mutual fund accounts
- Reviewing transactions entered by advisors
- Communicating with advisors’ requirements to turn “not in good order” trades into “in good order” trades
- Understanding the mutual fund industry, regulatory guidelines, Quadrus and fund company business processes
- Tracking and reporting activity
- Meeting service standards to minimize financial impact
Requirements
- Completion of the IFIC Operations and/ or Investment Funds Course is an asset
- Previous experience in a role communicating with Advisors is an asset
- Working knowledge of the mutual fund industry, regulatory guidelines and Quadrus & fund company business processes is an asset
- Excellent written communication skills
- Attention to detail
- Team player committed to achieving team objectives
- Self-motivated and enjoy a busy work environment
- Ability to meet strict daily deadlines
- Ability to organize and prioritize daily responsibilities
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
Job title
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Degree requirement
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