Analista de Orçamento e Planejamento Financeiro at V.tal managing the company's budget and financial projections. Collaborating with teams to ensure effective financial support and strategic decision - making.
About the role
- Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
Responsibilities
- Complete review of received requests to ensure SLAs are met
- Communicate with advisors to obtain missing information
- Enter requests into the WealthServ system
- Email confirmation of transfer orders
- Execute transactions and operations in the WealthServ system
- Monitor transfers — provide ongoing updates in the system
Requirements
- Bilingual (fluent in French and English) required
- Post-secondary diploma or equivalent
- Minimum of one year of experience in the insurance and financial services sector
- Proven experience with Microsoft Office applications
- Knowledge of the WealthServ system (an asset)
- Strong attention to detail, accuracy, and consistency
- Excellent organizational and time-management skills
- Strong interpersonal and communication skills
- Customer-service oriented approach
- Demonstrated adaptability and flexibility in a fast-changing environment
Benefits
- Diverse and inclusive work environment
- Opportunities for professional development
- Wellness program
- Annual bonuses and commissions
- Opportunity to work at one of the headquarters
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