COMPUTER AND TECHNOLOGY KNOWLEDGE

• Excel Visual Basic for Applications (VBA)
• MS Excel
• MS Office
• MS Outlook
• MS PowerPoint
• MS Word
• MS Windows

WORK CONDITIONS AND PHYSICAL CAPABILITIES

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail

• Calculate interest payments
• Calculate service charges
• Compile records of deposit, loan and mortgage payments
• Prepare real estate rentals, sales and listings data
• Process claims transactions
• 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
• Collect premium payments
• 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
• Sell drafts, money orders and foreign currency
• Compile and maintain insurance data and records
• Notify customers regarding account discrepancies
• Provide customer service