• Play a key role in supporting the implementation and ongoing operation of the firm’s investment data operating model • Act as a subject matter expert and primary executor across data operations workflows • Ensure high-quality, timely, and reliable data across IBOR, ABOR, investment processes, middle-office workflows, compliance, and reporting • Partner across Front Office, Technology, Risk, Operations, and external vendors to support the delivery of a scalable, well-governed data ecosystem • Execute and oversee daily data operations processes to ensure accurate and timely delivery of investment data • Investigate, resolve, and escalate data quality issues across security master, pricing, corporate actions, reference data, positions, transactions, and exposures • Document workflows, data definitions, and operating procedures to ensure consistency and transparency

• Support the Financial Assistance Department with phone calls, email inquiries and tasks as assigned • Assist students with their FAFSA, Entrance Counseling and Master Promissory Note • Process student invoices • Perform a variety of administrative tasks to support the efficient daily operations of the Financial Assistance department • Pitch in to support department initiatives • Work with financial assistance advisors • Updates reports and spreadsheets • Collect students documents and scan to image now • Other duties as assigned

• Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs • Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security • Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve

• Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs • Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security • Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve