iBrokerPower Capital Inc.

• Enters information into databases and/or software programs by inputting alphabetic and numeric information on a keyboard or optical scanner, uploading data from outside sources, and/or transcribing audio and video content. • Reads source documents, such as canceled checks, sales reports, or bills, and enters data in specific data fields using keyboards or scanners. • Compiles, sorts, and verifies accuracy of demographic, financial, and/or customer data before it is entered. • Compares data with source documents and utilizes documentation verification formats to detect and correct recording and data entry errors and reports them to supervisors as needed. • Maintains operational records and logs of activities and work completed. • Adheres to organizational processes to maintain data accuracy, integrity, and confidentiality. • Establishes entry priorities by following organizational processes or conferring with team leadership. • Verifies customer and account data by reviewing, correcting, deleting, recovering, or reentering data. • Purges files to eliminate duplication of data. • Secures information by completing database backups. • Maintains customer confidence and protects operations by keeping information confidential. • Looks for ways to improve data collection processes, including the design of forms and templates, for data entry. • Operates office equipment as needed to assist in data entry operations. • Contributes to the team effort by accomplishing related results as needed.

• Collecting and interpreting data from various sources • Analyzing data to identify trends and patterns • Creating reports and visualizations to present findings • Collaborating with cross-functional teams to support business objectives • Ensuring data accuracy and compliance with relevant regulations

• Assist customers with technical problems • Resolve customer queries via phone, email, or chat • Recommend solutions and guide product users through features and functionalities • Analyze and report product malfunctions • Update internal databases with information about technical issues • Monitor customer complaints on social media • Share feature requests and workarounds with team members • Inform customers about new features • Follow up with customers to ensure issues are resolved • Gather customer feedback for internal teams • Assist in training junior staff

• Oversee the day-to-day functioning of the office, ensuring that administrative processes run smoothly. • Provide support to staff and management, including handling correspondence, preparing documents, and scheduling meetings. • Manage communication channels, such as phone calls and emails. • Supervise office staff, including clerical and administrative personnel. • Maintain filing systems and ensure the proper retention, protection, and disposal of records. • Manage data entry and other record-keeping tasks. • Oversee office supplies to ensure resources are available when needed. • Establish and implement office policies and procedures to maintain order and efficiency. • Review and update office policies as necessary to reflect changing needs. • Assist with budget preparation and track expenditures. • Process invoices and manage accounts payable and receivable. • Coordinate with building management for office maintenance and repairs. • Ensure a safe and clean work environment. • Provide regular office operations reports to management and identify areas for improvement. • Support the recruitment, onboarding, and training of new employees.

• Resolves product and service challenges, providing relevant product and service information. • Keeps track of customer correspondence, logs key account information and customer data. • Investigates customer complaints to determine the cause of the problem and provides solutions. • Upholds customer confidentiality regarding financial matters and identity. • Processes customer refunds, shipments, and account adjustments. • Helps prepare customer service reports by collecting and analyzing customer information. • Upsells customers with information about other products and services when appropriate. • Contributes to team effort by accomplishing related tasks as needed.

• Serves customers by selling products and services and meeting customer needs. • Services existing accounts and establishes new accounts by planning and organizing a daily work schedule to call on existing or potential sales outlets. • Greets potential customers, listens to their needs and problems, and steers them toward products and services that can help them to address their needs. • Adjusts the sales presentations by studying the type of sales outlet and needs of the potential customer. • Focuses sales efforts by studying existing and potential volume of dealers. • Submits orders by referring to price lists and product literature. • Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses. • Monitors competition by gathering current marketplace information on pricing, products, new products, delivery schedules, and merchandising techniques. • Recommends changes in products, services, and policies by evaluating results and competitive developments. • Resolves customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management. • Works with marketing and other departments to constantly improve customer-facing communications and product information by sharing client feedback gained in the field. • Maintains professional and technical knowledge by attending educational workshops, reviewing publications, establishing personal networks, and participating in professional societies.

• Answering and routing phone calls • Scheduling appointments and meetings • Handling correspondence • Managing social media accounts • Preparing reports • Providing customer service • Maintaining files and records • Processing payments • Booking travel arrangements

• Respond to customer queries in a timely and accurate way, via phone, email or chat • Identify customer needs and help customers use specific features • Analyze and report product malfunctions (for example, by testing different scenarios or impersonating users) • Update our internal databases with information about technical issues and useful discussions with customers • Monitor customer complaints on social media and reach out to provide assistance • Share feature requests and effective workarounds with team members • Inform customers about new features and functionalities • Follow up with customers to ensure their technical issues are resolved • Gather customer feedback and share with our Product, Sales and Marketing teams • Assist in training junior Customer Support Representatives

• Respond to customer queries in a timely and accurate way, via phone, email or chat • Identify customer needs and help customers use specific features • Analyze and report product malfunctions • Update internal databases • Monitor customer complaints on social media • Share feature requests with team members • Inform customers about new features • Follow up with customers to ensure their issues are resolved • Gather customer feedback and share with teams • Assist in training junior Customer Support

• Enters information into databases and/or software programs by inputting alphabetic and numeric information on a keyboard or optical scanner, uploading data from outside sources, and/or transcribing audio and video content. • Reads source documents, such as canceled checks, sales reports, or bills, and enters data in specific data fields using keyboards or scanners. • Compiles, sorts, and verifies accuracy of demographic, financial, and/or customer data before it is entered. • Compares data with source documents and utilizes documentation verification formats to detect and correct recording and data entry errors and reports them to supervisors as needed. • Maintains operational records and logs of activities and work completed. • Adheres to organizational processes to maintain data accuracy, integrity, and confidentiality. • Establishes entry priorities by following organizational processes or conferring with team leadership. • Verifies customer and account data by reviewing, correcting, deleting, recovering, or reentering data. • Purges files to eliminate duplication of data. • Secures information by completing database backups. • Maintains customer confidence and protects operations by keeping information confidential. • Looks for ways to improve data collection processes, including the design of forms and templates, for data entry. • Operates office equipment as needed to assist in data entry operations. • Contributes to the team effort by accomplishing related results as needed.