CI Investments Inc. 请 PC Portfolio Administrator

168OnlineCareer

公司:CI Investments Inc.
职位:PC Portfolio Administrator
工作内容

• ·         Ensure that all documentation received is acted upon in a timely manner and where relevant, routed to the correct department for processing
  ·         Process all transactions as per established timelines and accuracy standards
  ·         Ensure all internal and custodian compliance procedures are adhered to
  ·         Develop and maintain a good working relationship with custodians as well as internal departments
  ·         Resolve inquiries from internal departments in an efficient and professional manner
  ·         Recognize potential issues and report to management immediately for further escalation
  ·         Assist in special projects and other Private Client desks if required.
  ·         Must be flexible and able to work overtime during specific times of the year (i.e. RSP season, quarter end)
  
  

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