I have learned a lot about TD Canada Trust products and services such as chequing account, saving account, financial reports such as RESPs, RRSPs, mutual funds in the annual reports, correspondences, financial planning and account documents files. My role was to archive 3,000 clients' files by removing all the inactive clients' files to Iron Mountain Canada which improved organizational of the filing system. My day to day task was to sort, check and validate and file clients' financial documentations: investments, mutual funds, loans/repays, life and mortgage insurance, overall it resulted in an increased in the efficiency of the database system.
The most enjoyable part of the job was to prepare progress review invitation cards, affixed labels on the envelopes and mailed program review cards to clients on special celebrations.
Gained professional experience