Process and review financial transactions for segregated funds and guaranteed policies, providing exceptional customer service to internal and external stakeholders.
Compensation
The base salary for this position is between $48,400 - $72,600 annually.
Responsibilities
Process transactions for segregated fund and guaranteed policies
Review transactions entered by MGA/Dealer offices
Provide professional customer service to internal and external customers
Communicate with advisors to resolve trade issues
Meet service standards to minimize financial impact
Responsible for timely distribution of team paperwork, cheques and e‑mails for Wealth, Quadrus, Life Client Services, and Group Retirement Services team members.
Compensation
The base salary for this position is between $36,900 - $49,800 annually.
Responsibilities
Triage/prep incoming mail including documents and cheques for the Wealth, IPC Wealth, Life Client Service, and Group Retirement Services teams within time standards
Work closely with other admin areas regarding inter-team paperwork
Assist with non-financial processing when required
Responsible for timely distribution of team paperwork, cheques and e-mails for Wealth, Quadrus, Life Client Services, and Group Retirement Services team members.
Compensation
The base salary for this position is between $36,900 - $49,800 annually.
Responsibilities
Triage/prep incoming mail including documents and cheques for the Wealth, IPC Wealth, Life Client Service, and Group Retirement Services teams within time standards
Work closely with other admin areas regarding inter-team paperwork
Assist with non-financial processing when required
