Investor Services Associate (Project Hire)
Sun Life(2 months ago)
About this role
A Mutual Fund Operations Associate in Asset Management responsible for supporting the administration of mutual fund investor accounts and ensuring accurate, timely transaction processing. The role interfaces with investors and service providers, supports project work related to MF outsourcing and proxy solicitation, and provides reporting to internal stakeholders. It contributes to maintaining operational quality and client satisfaction within the asset management function.
Required Skills
- Transaction Review
- Client Service
- Reporting
- Proxy Solicitation
- User Testing
- Communication
- Stakeholder Collaboration
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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