Distribution Service Assistant, Wealth Management (~6 month contract)

Temporary Full Time

As a Distribution Service Assistant, you will be a member of a team operating in a fast-paced environment responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual Funds). You will work cohesively with other members of the team and our internal partners in various aspects as set out in the following accountabilities:

You will be accountable for:

• Accurate and timely indexing of various documents for our Wealth Products on OnBase
• Handling of requests received in a shared mailbox from our internal and external partners
• Uploading and indexing of electronic cheques received through A$M
• Complete Quality Assurance of COE documents in Hyperscience
• Navigating multiple systems: OnBase, Investment Centre, Co-Pilot and GPAS
• Investigation to determine proper routing of electronic documents
• Adhoc tasks as assigned
  
  

Required Competencies and Behaviors:

• Strong organizational skills and proven ability to multi-task
• Demonstrated high level attention to accuracy and detail
• Demonstrated ability for flexibility to change focus as priorities shift within the team
• Team player with the ability to work independently
• Proven ability to handle high volumes and tight deadlines
• Effective communication skills
• Previous experience in data entry would be an asset
• Previous experience working in a fast-paced environment would be asset
• Knowledge of the Wealth product shelf and OnBase would be an asset
  
  

The base salary for this position is between $31,400.00 - $42,500.00 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.

For student opportunities only

For our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves 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. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.