Job description
Key ResponsibilitiesPrepare and process investment instructions, including submission via internal systems and follow-up to completionHandle daily and monthly EFT payments on behalf of clients, including verification and system capturingMonitor debit balances and assist team members with corrective actionsFacilitate onboarding of new clients, including completion and capturing of all required documentationPrepare and file meeting notes promptly and accuratelyMaintain electronic and physical fil…