Develop and Manage existing client base for Voice, Data and Structured cabling products and solutions

JOB TITLE: CLIENT SERVICES ASSISTANT, CLIENT SERVICES- GUARDIAN ASSET MANAGEMENT

REPORTS TO: TEAM LEADER - CLIENT SERVICES, GUARDIAN ASSET MANAGEMENT

LOCATION: WESTMOORINGS

JOB OBJECTIVE:

Provide prompt, reliable courteous and professional service to all internal and external customers including Mutual Fund clients, Private Wealth clients, Agents, and general public at all times. To perform administrative duties and functions of the Front Office as directed by the Manager and Team Leader- Client Services

MAJOR RESPONSIBILITIES:

• To provide comprehensive Front Office support for all of the company’s mutual funds and third party funds.
• To provide support to all Wealth Managers, Investment Advisors, Agents and Internal Staff.
• To reconcile all subscription, redemption and related bank accounts.
• To become proficient in the company’s investment management software.
• To assist with the preparation of all reports to internal and external regulators and auditors.

EDUCATION:

• Five (5) O’ Levels, including English and Mathematics, Accounts would be an asset.
• Two (2) A’ Levels.
• Undergraduate Degree in Finance/ Accounting/Investments would be an asset.
• A certificate in Customer Service.

KNOWLEDGE AND EXPERIENCE:

• At least One year experience in a financial services/ investments environment.
• Knowledge of financial products would be an asset.
• Working knowledge of MS Office.

KEY COMPETENCIES:

• Integrity
• Growth
• Quality
• Serving People
• Problem solving/ Analytical skills
• Interpersonal/ Communication skills
• Continuous Improvement
• Team orientation
• Initiative
• Job Knowledge/Skills

PERSONALITY:

The successful candidate must be systematic, methodical, well organized and must demonstrate the ability to follow instructions accurately as well as use initiative where necessary. The individual must be willing to work flexible hours when deadlines need to be met.

CONTACT : Rishi.Gopaul@ghl.co.tt or careers@ghl.co.tt

CAREER OPPORTUNITY

JOB TITLE: IT TECHNICIAN I (USER SUPPORT), INFORMATION TECHNOLOGY, GUARDIAN LIFE OF THE CARIBBEAN LIMITED

REPORTS TO: TEAM LEADER, TECHNICAL SUPPORT, INFORMATION TECHNOLOGY, GUARDIAN LIFE OF THE CARIBBEAN LIMITED

LOCATION: HEAD OFFICE

JOB OBJECTIVE:

To provide Personal Computer (and basic network related) Technical support to all users within Guardian Holdings Limited.

MAJOR RESPONSIBILITIES:

• To install, maintain and upgrade all company personal computer related hardware and software.
• To resolve personal computer and network related hardware and software problems.
• Ensure that all problems / requests are properly documented in the Help Desk application and the users are provided with feedback on the status of these problems / requests on a timely basis.
• To keep abreast of computer technology and enhancement of software packages.
• To perform daily tape media (offsite) duties.
• To perform any other related duties as assigned by the Senior Technician (Technician ll), to assist other Information Technology Technicians, and provide advice to users as required.
• To perform any other related duties as assigned by the Team Leader of Technical Services.

EDUCATION:

• At least five (5) O’Level passes including Mathematics and English Language
• A+ and Network + Certification
• Microsoft Certified Professional (MCP) Certification.
• Any product certification would be an asset.
• LOMA parts 1, 2 and the related part would be an asset

KNOWLEDGE AND EXPERIENCE:

At least one (1) year’s experience in a similar capacity.

KEY COMPETENCIES:

• Integrity
• Growth
• Quality
• Serving People
• Job Knowledge
• Planning, organizing and flexibility
• Team orientation
• Continuous Improvement orientation
• Problem solving and analytical skills
• Interpersonal and communication skills

PERSONALITY:

The successful candidate will be dynamic, creative and display strong work ethics with the ability to work in a fast paced environment.The successful candidate must also display strong work ethics and be able to work with confidential/sensitive information.

CONTACT : Rishi.Gopaul@ghl.co.tt or careers@ghl.co.tt

• To manage specific Mortgage Portfolios and provide high quality service to Mortgage clients. This involves ensuring that all procedures for debt recovery are performed according to established guidelines.

• To underwrite Mortgages.

• To ensure that all accounts are reconciled on a monthly basis (i.e. investments and mortgages).

• To prepare monthly, quarterly or annual Board Papers and Special Reports.

• To become proficient in the Investment Software Package.

• To administer and calculate the indices for the Harvester Income and Growth Funds.

• To calculate the indices for the IPI Funds.

• To oversee the fire insurance portfolio (data entry, ensuring coverage placed, updating master file, sending out reminder notices etc...)

• To offer assistance to the Captive Investments area (i.e. reconciliations, data entry etc.) as requested by the Team Leader.

EDUCATION:

• At least 5 O’Level passes including Mathematics, English Language and Accounts.
• At least 2 A’ Levels including Accounts or ACCA Level 2
• Professional qualification would be an asset.

KNOWLEDGE AND EXPERIENCE:

• At least one (1) year experience in an accounting/ investment environment.
• Computer literate and Proficient in Microsoft Office Suite
• Data entry with good writing and communication skills.