Nathan Tam

Team: Estates

Superviosr: Sonia - Senior Service Rep. & Ana - Estates Manager

Position: Estates Co-op Intern

Department Overview

-Manages money and assets of the deceased

-Processes checks

-Answer questions from clients

-Make tax slips

-Distribute money to beneficiaries

My Responsibilities

-Preparing packages

-Entering tax data into the BMO database

-Packaging checks and mail to clients

Daily Tasks

-Commute to work

-Scan Card

-Log on at 8:30

-Get coffee

-Enter tax data

-Log off at 11:30

-Commute to school