Job Description
Elevate your career as an Investments Specialist at Tangerine, Canada’s leading digital bank. In this contract role, manage investor transactions and provide expert support for mutual fund products.
As an Investments Specialist with Tangerine, you will work within the Mutual Fund Team to ensure excellent investment processing. This position requires handling transactions from the Call Centre and monitoring investment service requests diligently. Your expertise will be crucial in cash management and problem resolution for investor accounts.
Key Responsibilities:
• Serve as SME on mutual fund products and training
• Complete transactions from the Call Centre and verify information
• Ensure timely cash management and trade processing
• Monitor investment queues and provide status updates
• Collaborate on account-related issue resolution
Requirements:
• University or college degree preferred
• 1–2 years banking-related experience
• IFI Operations or Canadia...
As an Investments Specialist with Tangerine, you will work within the Mutual Fund Team to ensure excellent investment processing. This position requires handling transactions from the Call Centre and monitoring investment service requests diligently. Your expertise will be crucial in cash management and problem resolution for investor accounts.
Key Responsibilities:
• Serve as SME on mutual fund products and training
• Complete transactions from the Call Centre and verify information
• Ensure timely cash management and trade processing
• Monitor investment queues and provide status updates
• Collaborate on account-related issue resolution
Requirements:
• University or college degree preferred
• 1–2 years banking-related experience
• IFI Operations or Canadia...
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