Erik Olsen

Erik Olsen Email and Phone Number

Mutual Fund Specialist
Erik Olsen's Location
Toronto, Ontario, Canada, Canada
Erik Olsen's Contact Details

Erik Olsen work email

Erik Olsen personal email

n/a
About Erik Olsen

Seasoned Financial Services Professional with over 15 years of progressive experience in the field.I most recently worked for Manulife Mutual Funds as Mutual Funds Administrator where I processed adjustments. Specialties: -Mutual Fund Administration-Customer Service-RIF and LIF Subject Matter Expert-Computer Proficiency: Microsoft Office, Excel, Word, Lotus Notes-Adaptable, Accurate, Solution-Focused

Erik Olsen's Current Company Details

Mutual Fund Specialist
Erik Olsen Work Experience Details
  • Canada Life
    Customer Service Specialist
    Canada Life 2014 - 2019
    Processed RRIF and LIF's from setting up accounts, redemptions, unlocking locked in funds, handling customer inquiries to death claims. worked on the legacy system until conversion, assisted the conversion to the new system.
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  • Dynamic Mutual Funds
    Client Administrator
    Dynamic Mutual Funds 2013 - 2014
    Toronto, Canada Area
    Processed redemptions, purchases, new plan set ups and Non-financial transactions for products including Non-registered and RRSP plans on the IFAST system. Conducted quality control check across the team to ensure accuracy of transactions. Mentored new team members during RRSP.
  • Manulife Mutual Funds
    Mutual Funds Administrator
    Manulife Mutual Funds 2004 - 2013
    Toronto, Canada Area
    Processed redemptions, switches, inkind transfers, PAC/SWP/dividend set ups and changes, purchases, new plan set ups, adjustments, product types Non-registered, RRSP, LIRA, RIF, LIF & Nominee Name accounts
  • Maritime Life
    Investment Product Customer Service Representative
    Maritime Life 2000 - 2004
    Processed redemptions, switches, internal rollovers, schedule payments set up, customer inquiries, adjustments RIF/LIF year end administration. Product types include RRIF, LIF, Non registered, RRSP and LIRA.
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  • Aetna Canada
    Customer Service Administrator
    Aetna Canada 1987 - 2000
    Toronto, Canada Area
    Processing redemptions, title changes, bank assignments, bank changes, allocations/reallocations of funds, annuity death claims and policy inquiries on Life, Deferred annuity and immediate annuity blocks of business.

Erik Olsen Skills

Teamwork Mutual Funds Rrsp Financial Services Investments Wealth Management Customer Service Problem Solving Fund Administration Fixed Annuities Portfolio Management Financial Planning Retirement Planning Financial Risk Insurance Lotus Notes Risk Management Banking Relationship Management

Erik Olsen Education Details

  • Sir Sandford Fleming College
    Sir Sandford Fleming College
    Business Administration (Accounting Specialization)

Frequently Asked Questions about Erik Olsen

What is Erik Olsen's role at the current company?

Erik Olsen's current role is Mutual Fund Specialist.

What is Erik Olsen's email address?

Erik Olsen's email address is er****@****ife.com

What schools did Erik Olsen attend?

Erik Olsen attended Sir Sandford Fleming College.

What skills is Erik Olsen known for?

Erik Olsen has skills like Teamwork, Mutual Funds, Rrsp, Financial Services, Investments, Wealth Management, Customer Service, Problem Solving, Fund Administration, Fixed Annuities, Portfolio Management, Financial Planning.

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