Certificate Management Administrator
Found in: Talent CA
This position assumes responsibility for the processing of all physical security certificates that are delivered to or from the firm.It provides a central location for all to contact with any questions or concerns regarding security certificates. Duties & Responsibilities Process all certificate deposits and withdrawals Scan certificates and save in the network for quick and easy reference Ensuring that when securities are shipped, branches are following policy Process all account transfer in/outs delivered over the counter Send certificates to the transfer agents for transfer Confirm negotiability of certificates when receiving over the counter Notify Advisor teams when a certificate comes in for deposit Provide Manager with monthly reconciled reports Follow up with teams regarding documents needed for deposit Follow up with Transfer Agents on transfer requests Ensure that all physical certificates are locked up for the night Skills & Qualifications A minimum of 2 years' experience Must have strong interpersonal and communications skills Strong knowledge of Microsoft Word, Excel, and Outlook Must be detailed and organized and able to meet deadlines Ability to work independently as well as in a team environment Education University Degree or College Diploma Canadian Securities Course Conduct and Practices Course
calendar_today 4 days ago
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