Tangerine Bank
Contract Investment Specialist Role
Job 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 Cour...
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 Cour...