Investment Operations Administrator

Blended Role - Please note that Canada Life encourages a blend of office and home working so that you can fulfil your role and have the flexibility you need.

Who we are

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.

What you’ll like about working here

At Canada Life, our culture is incredibly important to us. It’s more than just workshops or phrases. We’re proud of our heritage, our values and our people.

We want our people to have long and rewarding careers with us. Together, we can help build better futures for our customers and each other.

We are committed to sustaining and celebrating a diverse and inclusive workplace. Our role is to provide the right environment for talented people (like you) to do their best work, by respecting, understanding and valuing individual differences.

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.

What We're Building

We want to stand out for the experience we deliver by building on our service reputation and delivering market-leading service excellence for our customers and advisers.

Job Summary

To be actively engaged in the customer journey. You will carry out instructions on behalf of Canada Life policyholders in line with Company service standards and the Canada Life Investment Governance Regulations.

This will involve undertaking a variety of administration duties, ranging from account opening, dealing, settlements, asset review, security set up, AML requests, monitoring standing data, dividends, corporate actions, fund pricing and the production of quarterly valuations.

What You'll Do

You will be an active and positive team member focused on providing the best possible customer experience:

Some specifics will include:

•  Proactively identify enhancements to processes and contribute towards their implementation

• Identify, understand and collate customer needs, requirements and feedback

• Build positive working relationships, with colleagues and external stakeholders (such as Stock Brokers, Custodians and IFA’s) to support positive customer outcomes.

• A willingness to learn and develop new skills.

Who You Are

• A positive individual who is passionate about being part of a team that cares about supporting our customers and their needs

• Be open and adaptable to change

• Numerate and inquisitively minded

• Articulate, with strong verbal and written communication skills

• Strong team player who is able to work with limited supervision

• Takes a logical and organised approach to problem solving

• Has a strong attention to detail and enjoys delivering quality outcomes