Coordinator Wealth Operations
3 weeks ago
Position Summary
This position is responsible for client's clerical and financial requests. This position requires efficient processing of requests submitted mainly via fax and then ingested into Trex or initiated in Process Automation.
Duties Include:
Ensuring procedures and regulations are met for every account. Reviewing and ensuring all transaction requirements have been met prior to submitting the transfer to the relinquishing institution via NON-Aton process.
Using previous experience, knowledge and available resources to meet the position’s productivity and quality objectives, in keeping with service level agreements
Performing additional tasks to help achieve department objectives
Qualifications:
2 to 4 years of experience in financial products or services
Knowledge of Rbroker, Trex systems an asset
Proficiency with Microsoft software
Excellent verbal and written communications skills in both English & French
Excellent data processing and multi-tasking skills
Able to manage tight deadlines, changing priorities and variable workloads
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