This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
With over $8 billion in assets under administration and more than 150,000 clients, PEAK Financial Group has captured the trust of over 1,500 advisors and employees throughout Canada.
We preserve a family spirit and maintain an open and respectful working environment. Our values are those of the authenticity, respect, personal growth and ethics.
The Transactions agent is responsible for all transactions related activities from Western Canada PEAK advisors and ensures all financial and non-financial transactions are processed in a timely manner. The position holder will be in contact with Western Canada PEAK Advisors and must provide an efficient and professional service at all times. More specifically, this position encompasses:
Ensures all transactions with respect to client accounts are processed accurately and efficiently according to service, industry and regulatory standards;
Ensures integrity of client holdings and maintains client information in accordance with all legal & regulatory requirements;
Maintains specific knowledge regarding Non-Registered and Registered Products (RRIFs, RRSPs, LIFs, LIRAs, TFSAs, etc.);
Validate transactions to ensure that quality and accuracy standards are met. Process any adjustments or corrections where applicable by keeping in mind the potential financial impacts;
Handle all Advisors, assistants, and mutual fund company service inquiries using our various systems within the pre-established time frame by providing phone or e-mail support;
Establish a relationship of trust with the Advisors through personalized service;
Analyze and interpret information in order to solve problems while ensuring compliance is respected at all times as well as internal policies and procedures;
Maintain and record daily stats (volumes and backlog);
Process imaging of documents and related functions;
Carry out all connected tasks requested by the direct supervisor.
Bank Clerk Specific Skills
- Verify and balance transactions
- Notify customers regarding account discrepancies
Essential Skills
- Oral communication
- Working with others
- Problem solving
- Finding information
- Computer use
Additional Skills
- Store, update and retrieve financial data
- Provide clients with information
Financial Clerk Specific Skills
- Maintain financial information and securities listings
Work Setting
- Financial services
Business Equipment and Computer Applications
- MS Word
|
© 2024 SaskJobs. All rights reserved. Privacy Statement | Disclaimer | Copyright | Contact Us | Mobile Site | Site Map |
Email a Friend
Print This Job%20Transactions Agent)
