At a Glance
- Tasks: Manage third-party fund transfers and ensure accurate processing of client assets.
- Company: Join Canada Life, a trusted leader in financial well-being.
- Benefits: Enjoy competitive salary, health benefits, and career development opportunities.
- Other info: Flexible work locations and a commitment to community involvement.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Experience with mutual funds and strong attention to detail required.
The predicted salary is between 45600 - 68400 £ per year.
Reporting to the Team Leader, Quadrus Services & Admin., you will be responsible for “in kind” transfers of third party funds between Quadrus Investment Services and other mutual fund dealers and advisors transferring their books of business in/out of Quadrus.
What you will do:
- Review client statements, providing quotes advising paperwork requirements for ‘in kind’ transfers
- Accurate and timely processing of transferred assets
- Maintenance of electronic records of each transfer
- Regular communication with the field on transfers and product related issues
- Working within service standards to minimize financial impact
- Corresponding regularly with other mutual fund companies and dealers
- Working with external advisors to transition their books of business
What you will bring:
- A thorough understanding combined with experience working with mutual funds, investment products and mutual fund dealers is required
- A previous role working in Fundserv and Investment Centre is an asset
- IFIC Sales/IFIC Operations preferred is an asset
- Previous experience in a role that required a strong attention to detail while working towards deadlines is required
- Previous experience providing excellent customer service in the investment industry including advisors is an asset
- Strong verbal and written communication skills
- Proven ability to manage multiple tasks while prioritising and managing deadlines
- Team player with the ability to work independently
- Proficient in MS Office including Excel
- Self-motivated and enjoy a busy work environment
As this position is posted in several locations, we specify that bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: London or Montreal.
The base salary for this position is between $45,600 - $68,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
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 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 in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Canada Life. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Operations Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Canada Life.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Canada Life's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Canada Life
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Canada Life.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Canada Life will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Canada Life employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
