------------- Secondary (high) school graduation certificate
Tasks
--------- 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
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