At a Glance
- Tasks: Process financial transactions for mutual fund accounts and support distribution partners.
- Company: Join Canada Life, a trusted name improving the well-being of Canadians.
- Benefits: Competitive salary, health benefits, education reimbursement, and flexible time off.
- Other info: Dynamic workplace with opportunities for community involvement and career advancement.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Experience in financial transactions and strong communication skills are a plus.
The predicted salary is between 43400 - 65100 £ per year.
Temporary Full Time - Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund accounts in support of our distribution partners.
What you will do:
- 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
What you will bring:
- 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
This position will be located in the London head office.
What we offer:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Senior Operations Associate - 4-month contract in London employer: Canada Life
Canada Life UK is an exceptional employer that prioritises the well-being and growth of its employees, offering a modern and agile work environment in vibrant locations like Bristol, London, and Watford. With a strong focus on building better futures, the company fosters a welcoming culture and provides ample opportunities for professional development, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Operations Associate - 4-month contract in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the mutual fund industry and let them know you're on the hunt for a Senior Operations Associate role. A friendly chat can lead to insider info or even a referral!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of Quadrus and fund company processes. We want you to be able to talk confidently about how you can turn 'not in good order' trades into 'in good order' ones!
✨Tip Number 3
Show off your attention to detail during the interview! Bring examples of how you've successfully managed complex transactions in the past. This will demonstrate that you’re the perfect fit for processing financial transactions accurately.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Canada Life!
We think you need these skills to ace Senior Operations Associate - 4-month contract in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Operations Associate role. Highlight your experience with financial transactions and any relevant courses you've completed, like the IFIC Operations course. We want to see how you fit into our team!
Show Off Your Communication Skills:Since this role involves a lot of communication with advisors, it's crucial to demonstrate your written communication skills. Use clear and concise language in your application to show us you can convey information effectively.
Highlight Your Attention to Detail:In operations, every detail counts! Make sure to mention any experiences where your attention to detail made a difference. This will help us see that you can handle complex transactions accurately.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Canada Life
✨Know Your Mutual Funds
Make sure you brush up on your knowledge of the mutual fund industry and regulatory guidelines. Familiarise yourself with Quadrus and the specific business processes of the fund companies you'll be dealing with. This will show that you're not just a candidate, but someone who understands the landscape.
✨Communicate Like a Pro
Since you'll be communicating with advisors, practice articulating your thoughts clearly and concisely. Prepare examples of how you've successfully turned 'not in good order' trades into 'in good order' ones in the past. This will demonstrate your problem-solving skills and attention to detail.
✨Showcase Your Team Spirit
Emphasise your ability to work as part of a team. Think of instances where you've collaborated with others to achieve objectives. Highlighting your commitment to team goals will resonate well with the interviewers, especially since they value teamwork.
✨Prepare for the Busy Environment
This role requires self-motivation and the ability to meet strict deadlines. Be ready to discuss how you manage your time and prioritise tasks in a busy work environment. Sharing specific strategies or tools you use can give you an edge in the interview.
