The core parts of your role would be to:
35% - Documentation Verification and Processing: Ensure all required documentation received from Concentra Trust, account officers, client, or credit union has been received in good order. Input details accurately into the banking system. Ensure verification/peer review is performed accurately and on a timely basis Processing may include: · Applications/new deposits or subsequent contributions · Search the banking system for existing CIF record or create a new CIF record. · For new applications/deposits, or subsequent contributions, confirm receipt of the funds and the accuracy of the investment terms such as interest rate, term, issue and maturity dates etc., resolving discrepancies or recommending exceptions where and when appropriate. · Redemption requests · Maturity/renewal instructions · Transfer requests · Pre-Authorized Deposits (PAD's) · Foreign exc...