Coen Hawkins

Teams: Specialized Activities

Supervisor: Gerald Wong, Admin MFDO

Position: Clerk

Department Overview:

A team of employees who maintain non-financial updates (NFU)

- Update non-financial information

- Correcting errors on accounts

My Responsibilities:

- Correcting flagged errors on dealer accounts

- Providing the fund companies with needed rep code information

- Complete all tasks by the end of the day

- Inquiring correct information for accounts

- Navigating software such as AS400 and T80

Daily Tasks:

- Sending emails for rep codes

- Obtaining the correct rep code advisor's information using AS400

- Checking my status on AS400

- Replying to all email that are inquiring missing rep code information