Investor Services Analyst

SunLife

Process subscription documents for new investors
Complete information through coordination with mf representatives
Handle redemptions and inter-fund transfers
This position is responsible for the full administration of Financial transactions for mutual fund shareholders

Job Summary

  • This position is responsible for the full administration of Financial transactions for mutual fund shareholders.
  • The role ensures all daily processing functions are completed within determined timeframes while ensuring liability and risks to the organization.
  • Employees will handle timely resolution of any query or concern coming from investors and adhere to established departmental procedures.

Matching Summary

This position is responsible for the full administration of Financial transactions for mutual fund shareholders.

Skills & Requirements

Must-have

  • Process subscription documents for new investors
  • Complete information through coordination with MF representatives
  • Handle redemptions and inter-fund transfers

Nice-to-have

  • Interest in learning about the financial services industry
  • Ability to work in a collaborative team oriented environment
  • Well-developed prioritization and time management skills

Key Requirements

  • Graduate of 4 years course
  • 3 to 5 years of cumulative experience
  • Customer or client service experience preferable

Work Rights

Not specified

Tailored Resume

Cover Letter