Description
Join Tangerine as a Contract Investment Specialist, focusing on mutual fund products. Apply your skills in account management and transaction processing within a dynamic team environment.
In this Specialist, Investments position, you'll act as a key expert on mutual funds, answering inquiries and providing training. You'll manage account-related transactions daily, ensuring all processes align with external client interactions and internal protocols. Adaptability and efficiency are crucial, especially during high-volume periods.
Key Responsibilities: • Train internal teams on mutual fund offerings • Execute transactions from the Call Centre effectively • Manage cash activities, trade processing, and account upkeep • Track Investments queues and respond to inquiries • Collaborate with other departments for issue resolution
Requirements: • University or College Degree preferred • 1-2 years related experience in finance • IFIC Operations or Securities Course an ...
In this Specialist, Investments position, you'll act as a key expert on mutual funds, answering inquiries and providing training. You'll manage account-related transactions daily, ensuring all processes align with external client interactions and internal protocols. Adaptability and efficiency are crucial, especially during high-volume periods.
Key Responsibilities: • Train internal teams on mutual fund offerings • Execute transactions from the Call Centre effectively • Manage cash activities, trade processing, and account upkeep • Track Investments queues and respond to inquiries • Collaborate with other departments for issue resolution
Requirements: • University or College Degree preferred • 1-2 years related experience in finance • IFIC Operations or Securities Course an ...
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