Canada Life
Job title:
Distribution Service Assistant-Wealth Management
Company
Canada Life
Job description
Welcome to Canada Life!
We are looking for a Distribution Service Assistant.
Reporting to the Associate Manager of Centralized Operations in Individual Customer, you will be a member of a team operating in a fast-paced environment that is responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual Funds). You will work cohesively with other members of the team and our internal partners in various aspects as set out in the following accountabilities:
You will be accountable for:
- Accurate and timely indexing of various documents for our Wealth Products on OnBase
- Investigation to determine proper routing of electronic documents
- Handling of requests received in a shared mailbox from our internal and external partners
- Processing of the Limited Authorization forms for Mutual Funds
- Adhoc tasks as assigned
Required Competencies and Behaviors:
- Strong organizational skills and proven ability to multi-task
- Demonstrated high level attention to accuracy and detail
- Demonstrated ability for flexibility to change focus as priorities shift within the team
- Team player with the ability to work independently
- Proven ability to handle high volumes and tight deadlines
- Excellent communication skills
- Strong focus on customer service for our advisors and their clients
- Previous experience in data entry would be an asset
- Previous experience working in a fast paced environment would be asset
- Knowledge of the Wealth product shelf and OnBase would be an asset
Eligibility Requirements:
Regular Full Time/Regular Part-time employees must have been in their current role for a minimum of one year or as otherwise specified in the employment offer contract.
- Temporary or Casual employees must wait until one month prior to the end of their assignment before applying.
- The employee must be demonstrating acceptable performance.
Salary Range: $29,800-$44,700 annually
Be your best at Canada Life- Apply today!
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.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Requisition ID: 84
Category: Customer Service and Administration
Location:
London, ON
Date: Jan 17, 2024
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Expected salary
$29800 – 44700 per year
Location
London, ON
Job date
Tue, 23 Jan 2024 03:25:03 GMT
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