LogoFresh Jobs Ahead
Sun Life
Sun Life
H1B vizasi homiysiKonsaltingMoliyaSog‘liqni saqlash
Sun Life bosh qarorgohi Kanadaning Toronto shahrida joylashgan global moliyaviy xizmatlar kompaniyasidir. 1865-yilda tashkil etilgan kompaniya jismoniy shaxslar, korxonalar va muassasalar uchun sug‘urta, investitsiya, moliyaviy maslahat, farovonlik, sog‘liqni saqlash va aktivlarni boshqarish yechimlarini taqdim etadi. Sun Life Shimoliy Amerika, Osiyo va Yevropada faoliyat yuritadi hamda moliyaviy xizmatlarni sog‘liqni saqlashga yo‘naltirilgan takliflar bilan birlashtiradi. Kompaniya barqarorlik, xilma-xillik va inklyuziya hamda jamiyatga ta’sir masalalariga alohida e’tibor qaratadi. Uning keng ko‘lamli faoliyati moliya, sog‘liqni saqlash, konsalting va turdosh xizmatlar sohalarida ishlaydigan jamoalarni qo‘llab-quvvatlaydi.
LinkedIn
Kompaniyadagi ish o‘rinlari

Sun Life Bilingual Account Resolution Representative - Toronto Hybrid

Resolve not-in-good-order mutual and segregated fund transactions for Sun Life Global Investments. Validate documentation and coordinate with Advisors, Dealers, and MGAs to complete account and trade updates.

CAKanada
54 600 $ – 84 800 $ / yil
GibridTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: fransuzchaIkki tilli

Tavsif

  • Investigate, follow up on, and resolve not-in-good-order (NIGO) transaction requests involving mutual and segregated funds distributed by Sun Life Global Investments.
  • Verify trade and account documentation through a proprietary software interface.
  • Coordinate with Advisors, Dealers, and MGAs to resolve trade and account updates promptly.
  • Review and validate NIGO trade and account update requests in the Automatic Work Distributor system.
  • Contact Advisors, Dealers, and MGAs by phone, email, or fax to obtain corrected requests.
  • Record comments and interaction details in the proprietary interface and Salesforce, and track work packages through resolution.
  • Answer follow-up questions from Advisors by phone and email.
  • Support account cleanup activities and other ad hoc initiatives.
  • Develop cross-functional relationships that support timely NIGO resolution.
  • Complete required training and modules while pursuing ongoing learning.
  • Handle weekly huddle-master and email-inbox-monitor responsibilities.
  • Escalate exception cases to the Team Lead.
  • Propose thoughtful improvements to processes and ways of working.
  • Build subject-matter expertise and contribute to projects as needed.
  • Participate actively in team events and knowledge-sharing sessions.

Talablar

  • Fluency in both spoken and written French and English is required for Quebec-based roles.
  • Understanding of mutual fund and segregated fund products and administration.
  • Comfort working across multiple software interfaces and technology applications at the same time.
  • Strong organization and multitasking skills, with the ability to maintain KPIs, service quality, and SLAs.
  • Excellent phone and email communication skills, including the ability to explain complex steps concisely.
  • Experience in a high-volume investment operations environment.
  • Proven problem-solving ability, including analyzing data and making recommendations.
  • Results-focused approach with personal accountability for outcomes.
  • Availability to work a fixed Monday-to-Friday shift between 10:00 a.m. and 6:00 p.m.
  • Knowledge of wealth products offered by Sun Life Global Investments.
  • Knowledge of complex investment fund processes, including estate settlements, locked-plan administration, and RESP administration.
  • IFIC Fund Operations or Canadian Securities Course certification is an asset.
  • Experience with investment fund distribution networks and the operating systems used across the industry.

Imtiyozlar

  • Hybrid work with flexibility to work from the office and virtually.
  • Incentive plans may be available to eligible employees, with payments discretionary and based on individual and company performance.
  • Accommodation support is available for persons with disabilities, along with alternative-format job postings.

O‘xshash ish o‘rinlari

Ameriprise Financial Services, LLC

Junior Privacy Compliance Analyst

Ameriprise Financial Services, LLC
5 001 – 10 000 Xodimlar
KonsaltingMoliyaSug‘urta
INHindistonGibridTo‘liq stavkaJuniorDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaMuvofiqlik

Support privacy compliance across Ameriprise Financial’s non-U.S. asset management business, including impact assessments, access requests, and breach investigations. Help protect personal information through risk reporting, alert monitoring, and remediation tracking.

Ochish
Whitman-Walker

Bilingual HIV Care Navigator – Whitman-Walker, Washington, DC

Whitman-Walker
201 – 500 Xodimlar
NotijoratSog‘liqni saqlash
USAmerika Qo‘shma ShtatlariWAVashington
21 $ – 26 $ / soat
OfisdaTo‘liq stavkaJuniorO‘rta darajaTalab Qilinadigan Til: amxarTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: ispanchaIkki tilli

Support people living with HIV with care engagement, medication adherence, and referrals at Whitman-Walker in Washington, DC. Coordinate patient support across clinical teams and community services.

Ochish