Tasks Calculate interest payments Calculate service charges Compile records of deposit, loan and mortgage payments Prepare real estate rentals, sales and listings data Process claims transactions Store, update and retrieve financial data Administer policy changes Prepare stocks, bonds and securities listings data Process applications for loans and mortgages Provide clients with information Collect premium payments Prepare RRSP and term deposits Sort, verify and process financial transactions Calculate insurance premiums Maintain financial information and securities listings Verify and balance transactions Calculate pension benefits Calculate annuity payments Sell drafts, money orders and foreign currency Compile and maintain insurance data and records Notify customers regarding account discrepancies Provide customer service Experience and specialization Computer and technology knowledge Excel Visual Basic for Applications (VBA) MS Excel MS Office MS Outlook MS PowerPoint MS Word MS Windows Additional information Work conditions and physical capabilities Fast-paced environment Work under pressure Tight deadlines Attention to detail Personal suitability Client focus Efficient interpersonal skills Excellent oral communication Excellent written communication Organized