Advisor Services Associate

Job summary

The Advisor Services Associate is responsible for providing high-level back-office processing support for IPC Wealth Advisors, including documentation management and transaction processing. The role also involves monitoring reports, managing client inquiries and escalations, and participating in team projects and software testing.

Job details

Permanent Full Time - Our Nominee team is currently seeking an Advisor Services Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any advisor/branch inquiries/processing inquiries will be handled to ensure that accurate, efficient service is provided to everyone in a professional manner. The primary function of this role is to provide back-office processing support for IPC Wealth Advisors. WE WANT YOU TO JOIN OUR TEAM OF WINNERS! At IPC Wealth we’ve designed every aspect of the Advisor Services Associate role with you in mind. What is the role of the Advisor Services Associate? Processing all documentation related to accounts: Non-Reg, TFSA’s, RSP’s, RRIF’s, LIRA’s, LIF’s, Trusts, informal and formal, estate accounts and corporate accounts. Processing transfers in and out, verify setup of new accounts, entering systematic instructions, verify and processing withdrawals and de-registrations. Verify and setup Fee for Service & FFS Quality Control Processing preauthorized payments, automatic withdrawals, purchases, redemptions, transfers, switches and ensuring accurateness of transactions. Monitoring of monthly reports in preparation for maturity and interest payments. Process all transaction-related paperwork such as letters of Indemnities, commission rebates, cheque requisitions - as it pertains to specific branch offices/advisors in a timely, efficient and accurate manner. Provide timely email support and effectively manage customer escalations. Able to process AWD Settlement, Wrap Fee Processing, Client Payout etc. Participate in team meetings, weekly huddles, organized team events as well as inter departmental meetings and projects Create and review non-financial updates sent to fund companies via Fund SERV. Provide assistance for back office software application testing as required Review and update procedure manuals as required Ad-hoc duties as required. What traits and competencies should an Advisor Services Associate possess? Must be able to effectively communicate with various audiences and all levels of staff. Strong time management and organizational skills. Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines. Service oriented attitude and desire for future growth. The ability to handle complex escalations effectively and in a timely manner. Learn and apply problem solving methods and tools. Contributes to positive morale and a sense of team spirit. Consistently meets goals and completes assigned tasks, clarifying work when needed. The ability to think outside the box shares improvement ideas and readily implements optimized work processes and practices. Actively seeks opportunities to learn and build new skills and knowledge. Responds well to changing priorities and circumstances. What are the preferred qualifications for an Advisor Services Associate? College or University Financial Business studies preferred 2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment. Completion of CSC/IFIC. Bilingual in English and French is an asset. Proficient at using the Microsoft Office suite of products, mainly MS Word and Excel - The base salary for this position is between $45,600 - $68,400 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. 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. Grow with Canada Life We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! What we offer: We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. Financial Security: Company-matching pension plan, share ownership program and additional investment options. Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. Learn more about Canada Life. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. #LI-Hybrid

What you’ll do

The Advisor Services Associate is responsible for providing high-level back-office processing support for IPC Wealth Advisors, including documentation management and transaction processing. The role also involves monitoring reports, managing client inquiries and escalations, and participating in team projects and software testing.

Requirements

Candidates should have 2-5 years of experience in the mutual fund industry, specifically with registered products in a nominee environment. A college or university degree in financial business studies is preferred, along with the completion of CSC or IFIC certifications.

Benefits

• Health benefits
• Dental benefits
• Mental health benefit
• Education reimbursement
• Volunteer day
• Pension plan
• Share ownership program
• Investment options
• Employee recognition programs
• Employee discounts
• Mentorship programs

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Conflict Resolution · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Back-office processing
• Mutual fund industry knowledge
• Registered products
• Time management
• Organizational skills
• Problem solving
• Customer service
• Communication
• Microsoft Office
• MS Word
• Excel
• FundSERV
• Documentation processing
• Data verification
• Conflict resolution
• Professionalism
• Organizational Skills
• Bilingual (French/English)
• Microsoft Word
• Microsoft Excel
• Software Testing
• Mental Health
• Multilingualism
• Business Studies
• Customer Service
• Discounts And Allowances
• Settlement
• Problem Solving
• Mentorship
• Purchasing
• Time Management
• Network Switches
• Quality Control

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Advisory Services Associate
• Brokerage Clerk
• Statistical, Finance and Insurance Clerks
• Brokerage Clerks

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