Trust Accounting & Settlement Technician (Student Position)

Temporary Full Time

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This is a student position that is 4months in duration for the term(s): January - April. You must be a student registered in a Canadian College or University.

This position is for students returning to school after their work term or requiring a placement as requirements for graduation. While not required preference will be given to students enrolled in a registered Co-op program.

Are you interested in learning how investment transactions are processed and settled within a leading financial services organization As a Trust Accounting & Settlement Student youll gain valuable exposure to financial operations wealth administration and client account management while working alongside experienced professionals.

Reporting to the Associate Manager IPC Wealth Trust & Settlement youll support a team responsible for the settlement of investment transactions and the reconciliation of client trust accounts. This role offers an opportunity to develop practical knowledge of the wealth management industry while building analytical organizational and problem-solving skills.

What Youll Do

• Support the daily processing and settlement of investment transactions including mutual funds GICs ETFs and segregated funds
• Assist with payment processing related to trade settlements
• Support the processing of redemption payments from nominee mutual fund plans
• Help investigate and resolve trade-related and payment-related issues
• Assist with the reconciliation of client trust accounts and daily banking activities
• Support the tracking and monitoring of unfunded purchases and dealer funding requirements
• Review transactional information for completeness and accuracy
• Prepare and distribute documentation to internal business partners and external fund companies
• Assist with maintaining records and ensuring transactions are processed within established service standards
• Learn and follow regulatory compliance and privacy requirements applicable to financial operations
• Collaborate with team members to support operational excellence and outstanding service delivery

What Youll Bring

• Currently enrolled in your second year or higher of a post-secondary degree or diploma program in Finance Accounting Commerce Business Administration Economics or a related field
• Strong academic performance and interest in financial services or wealth management
• Strong analytical and problem-solving skills
• Excellent organizational skills and attention to detail
• Ability to manage multiple priorities and meet deadlines
• Strong written and verbal communication skills
• Proficiency with Microsoft Excel and other Microsoft Office applications
• Ability to work independently while contributing effectively within a team environment
• A positive attitude and willingness to learn

Nice to Have (Assets)

• Coursework in accounting finance investments or economics
• Knowledge of investment products such as mutual funds ETFs GICs or segregated funds
• Previous co-op internship customer service administrative or financial services experience
• Interest in operations investment administration or wealth management

Why Join Us

As a Trust Accounting & Settlement Student youll gain hands-on experience supporting the operational processes that help ensure investment transactions are completed accurately and efficiently. Youll work alongside experienced professionals develop practical financial services knowledge and build skills that can support future careers in finance wealth management operations or accounting.

#StudentsNewGrads

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The base salary for this position is between $45500 - $61100 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus commission etc). If you are selected to move forward in our recruitment process your recruiter will be able to discuss additional details of our total rewards program with you.

For our student opportunities the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program.

Career opportunities will be open a minimum of 5 business days from the date of posting closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each you someone who always strives to do the right thing who steps up for themselves and others and who delivers with impact Then we want to hear from you!

What we offer:

Were committed to supporting our employees through every stage of their career. Heres what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement access to industry-leading learning programs and up to$2000 annuallytowardseducation reimbursement.

• Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.

• Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.

Learn moreaboutCanada Life.

Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants however only those who qualify for an interview will be contacted.

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