Senior Trust Account Analyst

4 days ago


London, Greater London, United Kingdom The Canada Life Assurance Company Full time

About the Role:

The Canada Life Assurance Company is seeking a skilled Senior Trust Account Analyst to join our Trust and Settlement team. This role requires a strong understanding of the Mutual Fund industry, Quadrus Policies and Procedures, and a background in Finance or Accounting.

Key Responsibilities:

  • Investigate client trust account and cash account balances.
  • Work with internal stakeholders to resolve complex issues related to client accounts.
  • Develop and maintain strong relationships with stakeholders to ensure issues are dealt with accurately and efficiently.
  • Review trade settlement queues and generate associated cash account activity.
  • Participate in projects impacting the Trust and Settlement area.

Requirements:

  • Post-secondary education in Finance or Accounting.
  • Proven ability to excel in ambiguous situations.
  • IFIC or Canadian Securities Course is an asset.

About Canada Life:

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses, and organizations.



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