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.
Responsibilities:
• Store, update and retrieve financial data
• Administer policy changes
• Prepare stocks, bonds and securities listings data
• Process applications for loans and mortgages
• Provide clients with information
• Prepare RRSP and term deposits
• Sort, verify and process financial transactions
• Calculate insurance premiums
• Maintain financial information and securities listings
• Verify and balance transactions
• Calculate pension benefits
• Calculate annuity payments
• Compile and maintain insurance data and records
• Notify customers regarding account discrepancies
• Provide customer service
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