Securities & Financial Data Specialist

MODE MONEY MANAGERS INC; Surrey; On-site; CAD 45,000 - 60,000; Full time

Job summary

A financial services firm located in Metro Vancouver is looking for an individual to manage financial data, provide excellent customer service, and ensure the accuracy of transactions. The ideal candidate has a secondary school graduation certificate and experience in finance for 1-2 years. This full-time role involves a variety of financial responsibilities including preparing financial listings, processing loans, and maintaining client records.

Qualifications

• 1-2 years of experience in a relevant financial position.
• Fluency in English is required.
• Full-time position of 30 hours per week.

Responsibilities

• Store, update and retrieve financial data.
• Administer policy changes.
• Prepare stocks, bonds and securities listings data.
• Process applications for loans and mortgages.
• Provide clients with information.
• Prepare RRSP and term deposits.
• Sort, verify and process financial transactions.
• Calculate insurance premiums.
• Maintain financial information and securities listings.
• Verify and balance transactions.
• Calculate pension benefits.
• Calculate annuity payments.
• Compile and maintain insurance data and records.
• Notify customers regarding account discrepancies.
• Provide customer service.

Skills

Accurate

Organized

Education

Secondary (high) school graduation certificate

Job description

A financial services firm located in Metro Vancouver is looking for an individual to manage financial data, provide excellent customer service, and ensure the accuracy of transactions. The ideal candidate has a secondary school graduation certificate and experience in finance for 1-2 years. This full-time role involves a variety of financial responsibilities including preparing financial listings, processing loans, and maintaining client records.