Full Time Investments - Hamilton, Canada - Desjardins Financial Security Independent Network - Southwestern Ontario

Desjardins Financial Security Independent Network - Southwestern Ontario
Desjardins Financial Security Independent Network - Southwestern Ontario
Verified Company
Hamilton, Canada

2 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Full time
Description

Desjardins Independent network & Investments Inc office in Hamilton, Ontario is offering a full time Investments & Insurance Processing position available immediately in a challenging, fast paced professional environment.

This position offers a competitive salary based on experience. Full Time hours are Monday

  • Friday 9am to 4:30pm.

Skills and Experience:


  • Strong interpersonal skills and ability to deal effectively with a variety of retail clients;
  • Excellent problemsolving & decisionmaking skills;
  • Ability to exercise sound judgment in responding to advisor inquiries;
  • Strong organizational and administrative skills, including ability to prioritize and multitask;
  • Excellent written communication skills and telephone skills;
  • Experience in life insurance & investment processing is mandatory
  • Knowledge of Dataphile, Univeris & Wealthserve is an asset.

Core Competencies:


  • Attention to detail
  • Organization
  • Problem Solving
  • Accountability and Dependability

Key responsibilities:


  • Daily processing of investment transcations for our advisors. This includes new client account openings, purchases, redemptions & transfers etc using Dataphile, Univeris and Wealthserve
  • Request information and docuemtation from advisors when required
  • Participate in speical projects/assignments
  • Maintain general upkeep of the office and perform other duties as required.
  • Ensure that the proper completion of all paperwork, essential updates and corrections are done the strict time frame specified.
  • Observe and report any secuirty issues to the management team
**Desjardins Financial Security Independent Network is an Equal oppourtunity Employer
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