assistance to internal and external customers. Record and File Administration Prepare, format, distribute and proofread... correspondence from file, program or system data. Compile, organize, copy, fax and file information. Document administration...
of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities Quality... activities and events Providing Portfolio Administration support functions as required for Estate & Trust portfolios...
collégial en commerce, en finances, en administration des affaires ou dans un domaine connexe La capacité à maintenir... for personal lines group insurance College degree in commerce, finance, business administration or related filed The...
and apply them to the policy administration system Ability to manage large number of incoming calls Handle and resolve customer... complaints in a professional manner Keep detailed records of customer interactions in policy administration system Adhere...
and guidelines Accountabilities: 1. Provide accurate, timely and efficient administration of approved mortgage applications... and working relationships with assigned Underwriters and other internal business partners such as Regional Vice Presidents (SMA...
/Management, Business Administration, or a related discipline - or a combination of education, training and experience deemed...
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