Specialist, Investments (Contract)

Requisition ID :

Position Title: Specialist, Investments (Contract)

Responsibilities

• Represent the Mutual Fund Team as a SME on all mutual fund products including third party funds offered by Tangerine by answering questions and providing training for internal clients and team members.
• Handle process and complete all transactions that result from the Call Centre’s daily activities which include setting up new accounts, verifying information, entering data on the system and client/account investigation.
• Ensures timely completion of all cash management activities, trade processing and account maintenance.
• Actively monitor and maintain Investments queues to ensure completion of service request or inquiries. Provide regular follow up on research status as required.
• Reconcile daily processing work -- prepare and scan documents into internal imaging system.
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