Securities clerk - financial sector Job
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Employer: MODE MONEY MANAGERS INC
SpiderID: 14091191
Location: Surrey, British Columbia
Posted: 10/31/2025
Wage: $36.65 / hour
Priority Review Date: 1/29/2026
Job Code / NOC / SOC:
Category: Finance/Investment
Job Description:
Languages: English
Education: Secondary (high) school graduation certificate
Experience: 1 year to less than 2 years
On site: Work must be completed at the physical location. There is no option to work remotely.
Work conditions and physical capabilities:
Ability to work independently
Work under pressure
Attention to detail
Ability to multitask
Organized
Reliability
Time management
Adaptability
Education: Secondary (high) school graduation certificate
Experience: 1 year to less than 2 years
On site: Work must be completed at the physical location. There is no option to work remotely.
Work conditions and physical capabilities:
Ability to work independently
Work under pressure
Attention to detail
Ability to multitask
Organized
Reliability
Time management
Adaptability
Job Requirements:
Responsibilities:
• Sort, verify, and process securities, insurance, and other financial transactions, including buy and sell transactions of stocks, bonds, and other investment products.
• Calculate insurance premiums, pension benefits, annuity payments, and other financial figures as required.
• Process insurance enrollments, cancellations, policy changes, claims transactions, and premium payments in accordance with company procedures and regulatory requirements.
• Review insurance applications and verify coverage details, eligibility, premiums paid, and supporting documentation.
• Compile, maintain, and update accurate records and databases related to securities holdings, transaction histories, insurance policies, claims, rates, investment products, and client financial portfolios.
• Compile and maintain stock, bond, and other securities listings, along with related financial documentation.
• Enter, verify, and update client financial data, insurance policy information, investment records, and retirement plan details using computerized processing systems.
• Track policy renewals, pending transactions, compliance requirements, and outstanding client documentation.
• Assist in compiling financial data and reports related to investment income, capital gains, premiums, and other securities- or insurance-related financial information.
• Prepare and process financial forms, insurance documentation, investment records, and correspondence using computerized systems.
• Respond to client, insurer, and advisor inquiries related to insurance coverage, investment products, securities transactions, and policy status.
Email: [email protected]
• Sort, verify, and process securities, insurance, and other financial transactions, including buy and sell transactions of stocks, bonds, and other investment products.
• Calculate insurance premiums, pension benefits, annuity payments, and other financial figures as required.
• Process insurance enrollments, cancellations, policy changes, claims transactions, and premium payments in accordance with company procedures and regulatory requirements.
• Review insurance applications and verify coverage details, eligibility, premiums paid, and supporting documentation.
• Compile, maintain, and update accurate records and databases related to securities holdings, transaction histories, insurance policies, claims, rates, investment products, and client financial portfolios.
• Compile and maintain stock, bond, and other securities listings, along with related financial documentation.
• Enter, verify, and update client financial data, insurance policy information, investment records, and retirement plan details using computerized processing systems.
• Track policy renewals, pending transactions, compliance requirements, and outstanding client documentation.
• Assist in compiling financial data and reports related to investment income, capital gains, premiums, and other securities- or insurance-related financial information.
• Prepare and process financial forms, insurance documentation, investment records, and correspondence using computerized systems.
• Respond to client, insurer, and advisor inquiries related to insurance coverage, investment products, securities transactions, and policy status.
Email: [email protected]
Job Criteria:
Start Date: As soon as possible
Position Type: Full-Time Permanent
Experience: 1
Education: High School
Travel:
Vacation:
Contact Information:
| Contact Name: Sanjay Gupta | Type: Employer |
| Company: MODE MONEY MANAGERS INC |