Duties and Responsibilities
Administrative functions :
- Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit
- Printing and mailing cheques
- Receiving and processing certificates deposits
- Monitoring petty cash
- Assist the Branch Administrator in monitoring and clearing up the compliance pending list
Branch functions :
- New account documentation
- Assist Branch Administrator with setups and tech support for branch personnel
- Back up to the Branch Administrator
- Additional duties as per assigned
Reception functions :
- Receive, greet and direct calls and clients
- Sort and distribute incoming mail
- Assist to coordinate branch and client meetings, set up boardrooms
- Accounts payable
- Order office and kitchen supplies and monitor inventory
Qualifications
- 1-3 years working experience in the Finance industry
- Eager to learn new skills and adapt to a changing working environment
- Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment
- Operations familiarity within the brokerage industry
- Familiarity with commonly used programs such as Dataphile
- Strong Microsoft Office Suite skills
- Strong communication and interpersonal skills
- Detail oriented
- Organizational skills
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