Found Description
Responsibilities
- Authorize withdrawals of cash and/or securities from client’s accounts in accordance with established policies and procedures
- Approve the transfer of money and securities between accounts
- Review transaction requests and any accompanying documentation to ensure accuracy and completeness prior to processing
- Provide continuing education for the Sales force, identify problems, and ensure appropriate follow-up
- Review and approve foreign currency conversions
- Complete sundry duties as assigned
Requirements
- Post Secondary Education & the completion of the Canadian Securities Course is preferred
- Experience in the Financial services industry is preferred
- A solid understanding of the wealth management business
- Experience working with Microsoft Office, WORD, and Excel
- The ability to work independently and multi-task in a team-oriented envi...