Position Overview
KEY ACCOUNTABILITIES
Providing accurate and timely back office administrative support to the Advice & service delivery teams supporting investment products, Outlook Financial member support, registered products, and deposit products such as AgriInvest and trust accounts.
Ensuring data is accurately input on the banking system including for both account and registered plan set-up, and lifecycle maintenance (Age 71 processing; locked-in plan and account maintenance, date of death, beneficiary changes, closeouts, etc.).
Providing timely and accurate processing on Outlook Financial including, but not limited to the following: opening and closing memberships, preparing and issuing all member communications, processing investments etc.
Contributing to the overall departmental objectives and actively participating in team efforts to improve efficiencies and meet service standards.
Maintaining thorough and current knowledge of Credit...