Job opportunity
Investment Transactions Specialist WealthServ
Canada Life
Process investment transactions accurately for Financial Horizons, using WealthServ and specialized Segregated Funds knowledge in a temporary full-time role.
The Investment Specialist processes applications, transactions, and trades for Financial Horizons, a Canada Life company. This role requires investment product knowledge, careful application review, advisor communication, and Microsoft Office experience. You will work extensively with WealthServ, back-office systems, and insurance carrier websites.
Key Responsibilities:
Scrub received applications while meeting required service-level agreements
Contact advisors for missing information or required signatures
Enter applications and complete trades in WealthServ
Follow up on transfers and update current WealthServ data
Retrieve and respond to incoming email inquiries
Requirements:
Specialized knowledge of investment products, especially Segregated Funds
Minimum five years in insurance and financial services
Proven experience using Microsoft Office applications
Knowledge of WealthServ is an asset
Post-secondary education or equivalent
Apply investment operations expertise, WealthServ skills, and accurate transaction processing experience with Financial Horizons and Canada Life.
#J-18808-Ljbffr
Apply on source site The Investment Specialist processes applications, transactions, and trades for Financial Horizons, a Canada Life company. This role requires investment product knowledge, careful application review, advisor communication, and Microsoft Office experience. You will work extensively with WealthServ, back-office systems, and insurance carrier websites.
Key Responsibilities:
Scrub received applications while meeting required service-level agreements
Contact advisors for missing information or required signatures
Enter applications and complete trades in WealthServ
Follow up on transfers and update current WealthServ data
Retrieve and respond to incoming email inquiries
Requirements:
Specialized knowledge of investment products, especially Segregated Funds
Minimum five years in insurance and financial services
Proven experience using Microsoft Office applications
Knowledge of WealthServ is an asset
Post-secondary education or equivalent
Apply investment operations expertise, WealthServ skills, and accurate transaction processing experience with Financial Horizons and Canada Life.
#J-18808-Ljbffr