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securities clerk - financial sector
securities clerk - financial sectorMODE MONEY MANAGERS INC • Surrey, BC, CA
securities clerk - financial sector

securities clerk - financial sector

MODE MONEY MANAGERS INC • Surrey, BC, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description
  • Education: Secondary (high) school graduation certificate
  • Experience: 1 year to less than 2 years

    • Tasks

  • 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

    • Personal suitability

  • Accurate
  • Organized

    • Employment terms options

  • Morning
  • Day
  • Work Term: Permanent
  • Work Language: English
  • Hours: 30 hours per week
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Securities clerk financial sector • Surrey, BC, CA

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