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Primerica
Trade Resolution Specialist at PrimericaPrimerica • Winnipeg, Canada
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Trade Resolution Specialist at Primerica

Trade Resolution Specialist at Primerica

Primerica • Winnipeg, Canada
5 days ago
Job type
  • Full-time
Job description
Elevate your career with Primerica as a Trade Resolution Specialist in our Mutual Fund Operations Team. Focus on resolving trade deficiencies through effective communication and detailed tracking.

This role requires proactive outreach to agents via phone and email, addressing business quality issues. You will communicate corrections, log inquiries, and track status updates in a fast-paced environment. Both independent work and teamwork are essential for success in this position.

Key Responsibilities: • Initiate contact with agents to resolve trade issues • Communicate required corrections and documentation needs • Log inquiries and match responses to related trades • Track the status of calls and emails, including unresolved items • Prepare reports on activity for management

Requirements: • Post-secondary education or equivalent experience • Strong written and verbal communication skills • Quick learner with excellent organizational abilities • MS Office proficiency, including Excel and Word • Ability to meet deadlines in a high-volume setting

Become a vital part of Primerica's team and enhance your trade resolution skills. #J-18808-Ljbffr
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Trade Resolution Specialist at Primerica • Winnipeg, Canada

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