GWL/LL

  • Quadrus Account Adjustment Analyst, Wealth Management

    Job Location CA-ON-London
    Posted Date 2 weeks ago(2 weeks ago)
    Job ID
    2018-16369
    Company
    London Life
    Job Category
    Customer Service
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking, Insurance
    Career Level
    Experienced
    Posted End Date
    9/24/2018
  • Job Description

    Reporting to an Assistant Manager, you will be responsible for the investigation and resolution of complex problems associated with Quadrus Investment Services Ltd. client accounts.

     

    Accountabilities:

    • Completing client account adjustments, while working within service standards to minimize financial impact
    • Review of reports – including DSC report, rejected AWD report, MAS fee status/reject reports
    • Manual MAS fee calculations
    • POA, Bankruptcy, Requirement to Pay reviews
    • Identifying adjustment trends and communicating training opportunities to leaders
    • Researching complex legal and compliance issues

    Qualifications and Competencies:

    • Completion of IFIC Sales or Canadian Securities Course
    • You are persistent in ensuring prompt resolution of customer concerns
    • Strong verbal and written communication skills
    • Strong analytical and problem solving abilities
    • Able to manage multiple tasks while prioritizing and managing deadlines
    • You are a team player with the ability to work independently

     

    Discover your opportunity….Apply today!

     

    Great-West Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness facilities.  If you’d like to join our team submit your information online and introduce yourself.

     

    Together Great-West Life, London Life and Canada Life serve 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.

     

    Great-West Lifeco would like to thank all applicants, however only those who qualify for an interview will be contacted.

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