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

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Securities clerk - financial sector

Securities clerk - financial sector