Opportunity Description
The work!
35% - Documentation Verification and Processing:
Ensure all required documentation received from Concentra Trust, account officers, client, credit union or broker has been received in good order.Input details accurately into the banking system.Ensure verification/peer review is performed accurately and on a timely basis Processing may include:Applications/new deposits or subsequent contributionsSearch the banking system for existing CIF record or create a new CIF record.For new applications/deposits, subsequent contributions or transfers-in, confirm receipt of the funds and the accuracy of the investment terms such as interest rate, term, issue and maturity dates etc., resolving discrepancies or recommending exceptions where and when appropriate.Redemption requestsMaturity/renewal instructionsTransfer requests<...
Full-time
Financial Clerks