New Accounts Administrator
May 2015 - Oct 2019
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Erna David Email & Phone Number
New Accounts Administrator at ATB Wealth
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Role
New Accounts Administrator at ATB Wealth
Location
Canada
Who is Erna David? Overview
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Quick answer
Erna David is listed as New Accounts Administrator at ATB Wealth based in Canada. AeroLeads shows a matched LinkedIn profile for Erna David.
Erna David previously worked as New Accounts Administrator at Atb Wealth and PCS Branch Support-Customer Relations Officer at Td Waterhouse-Pic. Erna David studied at H & R Block.
Profile bio
About Erna David
Erna David is a New Accounts Administrator at ATB Wealth.
8 roles
Erna David work experience
A career timeline built from the work history available for this profile.
Pcs Branch Support-Customer Relations Officer
Td Waterhouse-Pic
Provide operational support related to policies and procedures to PIC administratorsVerify and update back office procedures posted on the IntranetRespond to phone and e-mail inquiries as well as escalated issues to Senior Management
Oct 2005 - Feb 2007
Quality Control Officer/Senior Portfolio Accountant
Td Waterhouse-Pic
Complete monthly certification for the Private Investment Counsel groupConduct quality control functions, report exposure of unresolved reconciliation itemsRespond to inquiries and acted as a liaison with other back office departments
Sep 2002 - Oct 2005
Portfolio Accountant
Td Waterhouse-Pic
Set-up both registered and non-registered accounts and scheduled cash disbursementsProcess customer information changes through MPower system and CIFComplete cheque request, scheduled tax installments and processed Web banking payments
Nov 2000 - Aug 2002
Customer Service Administrator 3
Td Canada Trust
Process T2033 RSP and Mutual Funds cash transfers and contributionsPost cash redemptions and renewals on certificatesRespond to inquiries from branch or other financial institutions
Oct 1997 - Nov 2000
Customer Service Administrator 2
Td Canada Trust
Organize and action daily exception reportsInvestigate and close overdrawn accounts, balanced and cleared suspense accountComplete monthly reconciliations
Aug 1996 - Oct 1997
Customer Service Officer/Teller
Td Canada Trust
Process customer transactions, balance cash daily and file various record keeping itemsRespond to customer inquiries over the counter or by phoneEncode cheques for the clearing center
Feb 1995 - Aug 1996
Cashier/Customer Service
Business Depot
Handle phone calls, customer inquiries and balanced cash daily with the store totalsMaintain stock and display at the service centerComplete special orders and processed returns and exchanges
Aug 1993 - Feb 1995
3 education records
Erna David education
Education record
H & R Block
Education record
Red River College
Grade 12-Diploma
Miles Mcdonnell Collegiate
FAQ
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What is Erna David's role at their current company?
Erna David is listed as New Accounts Administrator at ATB Wealth.
Where is Erna David based?
Erna David is based in Canada.
What companies has Erna David worked for?
Erna David has worked for Atb Wealth, Td Waterhouse-Pic, Td Canada Trust, and Business Depot.
How can I contact Erna David?
You can use AeroLeads to view verified contact signals for Erna David, including work email, phone, and LinkedIn data when available.
What schools did Erna David attend?
Erna David studied at H & R Block.
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