Trading, Asset management Jobs in British Columbia

and Working with the carriers on any compliance matters to ensure that we are kept updated to meet deadlines where necessary. 5) Contribute to the effective functioning of the SMW Insurance team by: Participating actively in team learn[...]

Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of requir[...]