Job Description
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In this role, you will: Represent the Mutual Fund Team as a SME on all mutual fund products including third party funds offered by Tangerine by answering questions and providing training for internal clients and team members. Handle process and complete all transactions that result from the Call Centre’s daily activities which include setting up new accounts, verifying information, entering data on the system and client/account investigation.Ensures timely completion of all cash management activities, trade processing and account maintenance.Actively monitor and maintain Investments queues to ensure completion of service request or inquiries. Provide regular follow up on research status as required.Reconcile daily processing work -- prepare and scan documents into internal imaging system.Work closely with other departments to resolve account related problems in a timely manner.