Trade Resolution Specialist at Primerica in Mississauga, Ontario, CA

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.