Inside Sales Specialist
2920 Matheson Blvd E
Ensuring accounts comply with money laundering procedures while performing security checks, and answering inquiries from investors with various software (Lotus note, ATAS, Unitrax, Sharepoint, MS Excel/Word) Provide instructions for missing documentation and maintenance of electronic customer files. Produce and prepare financial statements, tax receipts, and documentation for investors. Demonstrate strong communication and team work coordination to solve difficult issues, provide follow-up to clients until problems are resolved. Provide precise and concise answers for the advisors/agents/investors, requires multi-tasking with accuracy, attention to detail, and coordination of other departments. Solid background knowledge of registered products, mutual funds in processing/procedures Review daily releases/updates, attend meetings, and participate in projects when assigned.