Investment Support Officer
About The Position
Provide support to clients and branches through the phone line, dedicating approximately 3 to 4 hours per day to this function. Handle calls related to investment inquiries and transactions. Perform administrative tasks and review reports. Validate workload volumes and identify opportunities for improvement. Review documentation and forms related to client-requested transfers. Process transfers to and from other banking institutions. Support processes related to investments, certificates, cheques, deposits, and investment funds. Provide support with transactions related to education accounts and products for persons with disabilities. Manage administrative cases requiring analysis and follow-up.
Requirements
- Saturday availability is mandatory.
Responsibilities
- Provide support to clients and branches through the phone line, dedicating approximately 3 to 4 hours per day to this function.
- Handle calls related to investment inquiries and transactions.
- Perform administrative tasks and review reports.
- Validate workload volumes and identify opportunities for improvement.
- Review documentation and forms related to client-requested transfers.
- Process transfers to and from other banking institutions.
- Support processes related to investments, certificates, cheques, deposits, and investment funds.
- Provide support with transactions related to education accounts and products for persons with disabilities.
- Manage administrative cases requiring analysis and follow-up.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
