Administration

• Review new account application documentation
• Verify the identity of clients and prescribed individuals associated with accounts, primarily to combat money laundering and terrorist financing activities
• Open/close/maintain client accounts across various platforms
• Process systematic plans and bank information setups
• Investigate account related issues and take appropriate actions to correct
• Facilitate regular quality assurances tests. Enhance quality assurance measures
• Communicate and coordinate with other departments regarding account related requests
• Generate departmental reports for management
• Provide training and on-going support to others in the department
• Remain current on PCMLTFA, FATCA, CRS and Qualified Intermediary regulations

Senior New Accounts Administrator

Accounts Administrator, Temporary

Accounts Administrator

Contract Administrator

Senior Administrator, Physician Health Program