Process and validate account opening requests, ensuring compliance with KYC, AML, FATCA, and CRS requirements, while providing telephone support to advisors and collaborating with internal teams.
Responsibilities
Review and process account opening requests
Validate required information and documentation
Identify incomplete files and conduct follow‑ups
Ensure compliance with KYC, AML, FATCA and CRS requirements
Support advisors and collaborate with internal teams
Requirements
Relevant education or experience in administration or financial services
The Team Lead is responsible to support and assist the Store Manager, with the planning, organizing, direction, control, and evaluation of retail stores. The Team Lead directs the staff to ensure that all transactions are completed promptly and correctly, all sales are completed competently, and that cash control, security and till balancing during each shift is properly accounted for.
Responsibilities
Demonstrates excellence and high quality in customer service at all times
Handles customer complaints and is responsible for the staff in the absence of the Store Manager
Assists with shuttle of customers as needed
Assists customers in selecting, purchasing, and refunding merchandise on a daily basis
Assists with and checks all merchandise information
Perform outbound calls to keep customers updated with the status pertaining to their solar projects, receive inbound calls, and address customer questions or concerns.
Responsibilities
Perform outbound calls to keep customers updated with the status pertaining to their solar projects
Receive inbound calls from customers related to their solar projects
Address customer questions and concerns until resolved
Assign tasks to the appropriate parties when an issue is beyond the scope of the position
Provide our install teams with any pertinent details acquired during customer interactions
As an Administrative Assistant, you will manage day-to-day administrative operations and provide ongoing support to Acquisitions leadership. In this role, you will regularly update internal databases, manage database security and access permissions, download acquired content assets needed for other departments’ operations, co-ordinate subscription renewals, create intake forms to initiate new acquisitions and perform other related administrative duties as required.
Responsibilities
Interpret administrative standards, policies and procedures governing the management of budgets, insurance policies, leases, productivity, acquisitions, sales and other business matters to resolve data processing and analysis issues.
Monitor changes in contracts, cost estimates and market trends; provide commentary on performance and services rendered; and generate ad-hoc or periodic reports tracking the Corporation’s progress against management strategies (by identifying gaps or alternatives, modelling scenarios, advising managers on timeline development and adjustments, etc.).
Complete the appropriate forms and documents; prepare the necessary correspondence and reports based on available information, following up as required.
Familiarize other people with their jobs by explaining your own duties.
Responsible for performing simple manual work to maintain a clean and orderly bakery.
Responsibilities
Cleaning, sanitizing, and organizing all equipment including, but not limited to dishes, pots, pans, tools, utensils, tables and chairs, and grease traps.
Maintaining a neat appearance of working areas and employee and customer bathrooms.
Keep bakery supplies generally organized and tidy.
Assist in putting away and maintaining the organization of food, paper, and other supply deliveries.
Keep bakery grounds (inside and out) by sweeping and mopping all floors, breaking down cardboard boxes, emptying trash cans, taking out recycling, cleaning windows and doors, walls, floor boards, moldings, and base boards.
Provide excellent member service and relationship management in a Credit Union branch setting, including in-branch sales, account servicing, lending support, and business services.
Responsibilities
Assist members with financial well-being through in-branch sales
Build long‑lasting relationships with members
Advise on products and services
Initiate outbound calls for cross‑selling
Process account servicing functions
Requirements
High school diploma or GED required
Associate’s degree or equivalent preferred
Nice to have: Experience in a credit union, banking, lending or retail office