Pre-screen, prepare and input all financial and various non-financial transactions by standard cut off times. Includes but is not limited to account set-up; redemptions, purchases, switches, non-complex NIGOs, direct trade and wire order placement and settlement

Processing Complex Transactions and processes such as Locked in Accounts and RESPS,

Monitor and clear Workflow/Capture items within Service Level Agreements(SLA)

Apply all quality control procedures

Reconciliation and settlement of daily trades

Daily deposits and cheque processes

Audit Transactions, question procedures, suggest improvements to processes and give accurate feedback to team mem...