Job Location: 6678 152 St suite Unit 201 Surrey, BC V3S 7J2
Languages: English
Education: Secondary (high) school graduation certificate
Experience: 1 year to less than 2 years
On site: Work must be completed at the physical location. There is no option to work remotely.
Responsibities:
· Sort, verify, and process securities, insurance, and other financial transactions, including buy and sell transactions of stocks, bonds, and other investment products.
· Calculate insurance premiums, pension benefits, annuity payments, and other financial figures as required.
· Process insurance enrollments, cancellations, policy changes, claims transactions, and premium payments in accordance with company procedures and regulatory requirements.
· Review insurance applications and verify coverage details, eligibility, premiums paid, and supporting documentation.
· Compile, maintain, and update accurate records and databases related to securities holdings, transaction histories, insurance policies, claims, rates, investment products, and client financial portfolios.
· Compile and maintain stock, bond, and other securities listings, along with related financial documentation.
· Enter, verify, and update client financial data, insurance policy information, investment records, and retirement plan details using computerized processing systems.
· Track policy renewals, pending transactions, compliance requirements, and outstanding client documentation.
· Assist in compiling financial data and reports related to investment income, capital gains, premiums, and other securities- or insurance-related financial information.
• Prepare and process financial forms, insurance documentation, investment records, and correspondence using computerized systems.
· Respond to client, insurer, and advisor inquiries related to insurance coverage, investment products, securities transactions, and policy status.
Work conditions and physical capabilities:
Ability to work independently
Work under pressure
Attention to detail
Personal suitability:
Ability to multitask
Organized
Reliability
Time management
Adaptability
Email: joinmodemoney@gmail.com