Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose Overall knowledge of the Investment Operations Department; Processing account opening, trade settlement, cash reconciliations, asset review, security set up, AML requests, monitoring standing data, dividends, corporate actions.
Execute on behalf of Canada Life policyholders in line with Company service standards and the Canada Life Investment Governance Regulations
Ensure investment transactions and client instructions are executed in the market within the expected timescales
Ensure the timely settlement of all investment transactions and to accurately administer external custodian accounts and custody records
Communicate with our customers and external counterparties to ensure all requirements are met
Accurately notify our policyholders and their advisers of any changes to their investments and assist with the co-ordination of their responses and onward instruction to the market
Maintain technical knowledge to facilitate rotation within Investment Operations teams to ensure service levels are maintained
Care for our customers by providing a high quality of service that is accurate and within stated timescales
To support the Team Lead / Management Team by delivering training and coaching to team members
To ensure that we provide a service to our customers in line with our Company values
Key Accountabilities To ensure that all investment activity and instructions are recorded, executed, settled and reconciled in a timely and accurate manner
To provide product and fund information, undertake tasks in response to customer requests, amend and maintain accurate company records, ensuring that legislative, customer and Company requirements and service standards are met
Ensure all internal and external communications demonstrate service excellence and keep our customers accurately informed
To deputise and represent the Team Leader, ensuring customer commitments are met. To act as a positive role model within and outside of Investment Operations
Keep us safe by ensuring our internal controls and processes satisfy Canada Life Governance and regulatory requirements
To train, coach and mentor new and existing team members, taking ownership of training plans
Drive for results by continually review and improve the department's processes and procedures to ensure service levels are maintained and, where appropriate, enhanced in line with Company policies, regulatory, professional and legal requirements
To maintain a high level of technical and specialist skills, experience and knowledge, enabling rotation into other teams as and when required to ensure service levels are maintained
To co-ordinate, contribute and represent Investment Operations in ad hoc projects
To liaise and develop working relationships with other business areas across Canada Life and with our external counterparties as needed
Desired Knowledge / Experience / Skills Diligent and conscientious in the accuracy of their work, excellent attention to detail
Excellent written and verbal communication skills
Excellent Customer Service skills
Previous experience in training and coaching
Can Do", proactive attitude
Ability to operate in a fast paced, dynamic environment and able to work under pressure
Intermediate knowledge and experience of MS Office
Financial Services experience and/or Investment knowledge - desirable
Minimum 5 A* - C / 9 - 4 Grade GCSEs (including English and Maths) or equivalent - essential
CISI Introduction To Securities - desirable not mandatory
Job Specific Accountabilities
Behavioural Competencies
What you'll like about working here
As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You'll also receive the support you need with your personal and professional development.
Diversity and inclusion
Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences
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