About the role
About this Position
We are looking for a Trade Resolution Specialist to join our Mutual Fund Operations Team.This job posting reflects an existing vacancy.
Expected annual salary range: $38,000 – $41,000 CAD
Responsibilities and Qualifications
Responsibilities:
- Initiate outbound contact with agents via phone, email to address quality of business issues and deficient trades
- Communicate required corrections, missing information, or documentation needed to resolve deficiencies
- Log all inquiries and agent communications in a spreadsheet, ensuring responses are matched to the appropriate trades
- Send resolved trades for scanning and return unresolved manual trades (“kickbacks”) to agents via ICS
- Track and log the status of calls and emails, including items in progress, resolved, or kicked back
- Prepare daily, weekly, and monthly activity reports for management, including the top 10 deficiencies
- Perform other duties as assigned
Qualifications:
- Post secondary education or equivalent knowledge acquired through work experience
- Excellent written and verbal communication skills
- Quick learner and ability to work well both independently and in a team environment
- Excellent organizational and time management skills
- Ability to work under pressure and meet deadlines in a high volume, fast-paced environment
- Proficient in MS Office (excel, word)
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Aplyr's read
Primerica focuses on providing financial services to middle-income families, with a diverse range of roles supporting its mission to enhance financial security.
What's promising
- •Primerica has a strong focus on serving middle-income families, a niche often underserved by larger financial institutions.
- •The company offers a variety of roles, indicating opportunities for career growth and skill diversification.
- •Primerica's business model includes a wide range of financial products, providing stability and multiple revenue streams.
What to watch
- •Primerica's commission-based sales model may lead to high turnover and pressure on sales staff.
- •Limited public information about employee satisfaction and company culture makes it hard to gauge workplace environment.
- •The financial services industry is highly regulated, which can lead to compliance challenges and operational constraints.
Why Primerica
- •Primerica's focus on middle-income families differentiates it from competitors targeting higher-net-worth individuals.
- •The company's multi-level marketing approach is uncommon in the financial services industry.
- •Primerica's extensive training programs aim to develop financial literacy among both employees and clients.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Primerica
Primerica is a financial services company that provides a range of products including term life insurance, mutual funds, and other financial services aimed at middle-income families.
