Credit Specialist at Richardson Wealth
Richardson Wealth
Richardson Wealth is seeking a Credit Specialist focused on retail transactions. Join a driven team to ensure strict compliance with regulatory standards and manage credit risks. In this vital position, you will collaborate with other credit professionals to review and approve various credit operations daily. This includes cheque withdrawals, wire transfers, and managing delinquent cash reporting. Your expertise will help maintain the firm's reputation for regulatory adherence while contributing to ongoing growth and performance improvements across the organization. Key Responsibilities:
- Review wire transfers and cheque transactions
- Approve security withdrawals and manage capital calls
- Supervise daily reporting on delinquent accounts
- Conduct reviews of stock options and charitable donations
- Handle journal entries between accounts
- Strong understanding of the Securities Industry
- Proficient in Microsoft Office applications
- Previous experience with Dataphile is an advantage
- Excellent problem-solving skills
- Ability to prioritize tasks effectively
Vacancy posted 20 hours ago
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