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Securities clerk - financial

Job in Surrey, BC, Canada
Listing for: MODE MONEY MANAGERS INC
Full Time, Part Time position
Listed on 2026-02-27
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance
Job Description & How to Apply Below
Position: securities clerk - financial sector
  • Education:

    Secondary (high) school graduation certificate
  • Experience:

    1 year to less than 2 years
  • Tasks
  • Store, update and retrieve financial data
  • Administer policy changes
  • Prepare stocks, bonds and securities listings data
  • Process applications for loans and mortgages
  • Provide clients with information
  • Prepare RRSP and term deposits
  • Sort, verify and process financial transactions
  • Calculate insurance premiums
  • Maintain financial information and securities listings
  • Verify and balance transactions
  • Calculate pension benefits
  • Calculate annuity payments
  • Compile and maintain insurance data and records
  • Notify customers regarding account discrepancies
  • Provide customer service
  • Personal suitability
  • Accurate
  • Organized
  • Employment terms options
  • Morning
  • Day
  • Work Term:

    Permanent
  • Work Language:

    English
  • Hours:

    30 hours per week
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