Investments operations specialists process transactions and resolve account issues at Tangerine, supporting registered products and high-volume banking workflows.
As Tangerine’s Investments Specialist, you will manage customer financial and non-financial transactions from multiple internal channels. You will support mutual funds, TFSAs, RIFs, and RSPs while serving as a subject matter expert. The work includes processing, investigation, training, testing, and account maintenance.
Key Responsibilities: Process recent accounts, data entry, verification, and client investigations
Complete cash management, trade processing, and account maintenance
Monitor queues and follow up on service requests
Reconcile daily processing work and scan internal documents
Resolve complex account issues with banking institutions
Requirements: University or college degree
One to two years of related work experience
Banking industry experience preferred
Computer proficiency; Microsoft Office is an asset
Excellent verbal and written communication skills
Bring investments processing, registered product knowledge, and problem-solving skills to Tangerine’s client-focused banking operations team.