You Will Be Responsible For
Uphold all operational procedures and suggest improvements for processes and controls.
Analyze complex transactions, ensuring compliance with regulatory and procedural guidelines.
Guide other departments and shareholders to ensure processing items meet regulatory and procedural guidelines.
Occasionally make outbound calls as needed to gather information and provide client solutions, documenting the call appropriately.
Assess problems and situations for their importance and urgency.
Conduct independent research and process adjustments when necessary, working with other departments to ensure client satisfaction.
Document and forward complaint items for permanent filing.
Monitor service delivery quality and timeliness to customers, taking full accountability for items until resolved.
Evaluate inquiries and rejected transactions in detail, taking appropriate action for each item and monitoring resolution quality and timeliness to meet departmental standards.
Collaborate with other departments when necessary.
Record comments on items regarding research performed, transactions processed and provide a clear audit trail.
Respond professionally, timely, and empathetically to written inquiries from internal and external clients.
Stay updated with all products, fund changes, fraud warnings, regulatory changes, and other policy and procedure changes that impact the responsibilities of the position.
Use multiple computer applications to access account information and reference materials.
Analyze and process financial and non-financial transactions and verify work completeness and accuracy.
Process incoming mail requests including new accounts, purchases, redemptions, transfers, exchanges, and maintenance.
Perform other duties as needed.
The Experience You Bring
Previous experience in financial services is a plus.
Prior work experience in a customer service environment is preferred.
Strong communication skills.
Ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions.
Strong reasoning skills and an aptitude for problem solving.
Ability to cooperate in a team environment.
Proficiency with keyboarding and computer fundamentals in a Windows environment.
High School Diploma or equivalent required.
Bachelor's degree preferred but not required.
The salary range for this position in Charlottetown is $37,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.
What’s in it for you?
Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:
Hybrid working environment
RRSP Contributions
Health & Wellness Benefits
Work flexibility Programs
Parental Leave Benefits
Study Support
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
