Financial Services Representative, Hamilton

Job Description

Join our private lending client for an excellent full time permanent opportunity for those looking to grow their career in the investment and customer service space. The Financial Services Representative plays a vital role in delivering exceptional customer service, managing various savings and investment accounts, including GICs, RSPs, and RRIFs, and ensuring the smooth processing of daily transactions. This position requires a keen attention to detail, strong organizational skills, and a commitment to maintaining compliance with relevant policies and regulations.Roles and Responsibilities

Prepare, process, and administer all investment products, including Savings, Chequing, and Business Accounts, GICs, RSPs, and RRIFs, handling tasks such as renewals, principal and interest payments, and generating savings and investment statements.

Process Deposit Agent commissions, estate transactions, and re-registrations accurately and efficie...