Purpose

Contributes to the overall success of the Investment Support team in the GBS‑Colombia ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.

Accountabilities

• Champions a customer‑focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Provides administrative and processing support by:
• Providing coverage on a variety of jobs within various units as determined by leadership, based on day‑to‑day operational requirements.
• Ensures all SSI and BNS dealer account transfers received daily are processed in an accurate, timely and high‑quality by:
• Completing, verifying and processing Transfer Forms.
• Maintaining accurate records of account transfer bookkeepin...