Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
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Associate Specialist, Dealer and Investor Services – Bilingual
Posted last month
About the role
- Associate Specialist handling bilingual Sales inquiries and supporting operations for investment products at PICTON Investments. Engaging in cross-functional collaboration and ensuring compliance in investor operations.
Responsibilities
- Support our Sales team in both French and English by responding to advisor inquiries, due diligence questionnaires, and various external communications.
- Build trusted partnerships with external service providers, ensuring smooth information flow and alignment with our service values.
- Collaborate on updates to our investment product suite, managing and executing on workflow management.
- Provide operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing.
- Investigate and resolve investor inquiries in both French and English, always prioritizing clear, authentic communication and client needs.
- Assist in periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism.
- Engage in industry research, and competitor analysis to drive innovation and performance.
- Assist with the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline.
Requirements
- Undergraduate degree in business or a relevant field of study
- Completion of the Canadian Securities Course (CSC)
- Bilingualism in both English and French is required
- 1+ years of related experience, ideally in mutual fund trade processing or advisor/sales support
- Working knowledge of hedge fund and mutual fund operations and administrative functions
- Familiarity with ETFs and platform-traded funds is considered an asset
- Proficiency with FundSERV, Unitrax, or other trade processing systems is an asset
- Advanced Microsoft Excel skills
- Understanding of KYC/AML, FATCA, and applicable industry regulations
- Collaborative mindset with the ambition to build strong cross-departmental relationships
- Proactive work ethic with strong problem-solving skills and an honest approach to ownership
- Clear and effective communicator—both written and verbal
- Highly professional, organized, and flexible, with unwavering integrity
- Ability to thrive under pressure without compromising on detail or quality
- Working knowledge of AI tools and concepts
Benefits
- Profit sharing
- Health and wellness coverage
- Life and disability insurance
- Paid time off and holidays
- Learning and development programs
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