Senior Trust Account Analyst
4 days ago
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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