About The Role

The Deposit Operations group ensures that all legal, compliance, and regulatory obligations and requirements are met in administering deposit transactions and all payment tasks accurately and efficiently. Provide exceptional service to all customers, including Oaken Financial and deposit brokers, while ensuring adequate controls over money laundering, fraud, and financial and management reporting, including the processing of deposit applications, renewals, redemptions and other payments, estates, tax and statement reporting, and other requests related to the administration of deposit accounts.

Responsibilities

• Ensure optimal servicing to clients and brokers by promptly and accurately responding to customer inquiries on complex multiple problems through every servicing channel (telephone and email communication)
• Verify the status of registered and non-registered applications to meet HTC requirements.
• Communicate ...