I grab a cup of coffee and a bagel and head to the office. I arrive at work and get myself organized for the busy day ahead. I check the electronic work folders for any outstanding items that need to be resolved before today's work starts filling up the queue.
9:00 am - Processing transactions
I start to pull new items from Queue Monitor, the electronic work queue. We have a paperless environment so all of our work is scanned and categorized according to transaction type. My priority this morning is the redemption queue.
10:00 am - Urgent tasks require attention
My supervisor has informed me of an issue with some wire order redemptions that were rejected. I switch gears from working off the electronic queue to the printed report she provided me and manually process the wire order redemptions as quickly as possible.
10:30 am - Transaction not in good order
I've finally finished the wire orders, but I notice that the work queue has become backlogged. I make myself a cup of tea in the kitchenette and get back on the queue to help my teammates catch up. I run into a problem with a transaction. The advisor has indicated the contribution is to be deposited into an equity fund, but has provided the fund code for a dividend fund. This request is not in good order. I have to send this request to the Resolutions team so they can contact the advisor to clarify the instructions.
11:00 am - Review queue monitor
I glance at the Queue Monitor and notice the Cage has scanned a number of cheques to the purchases work queue. The first purchase transaction I review is to a specialized product that I'm not too familiar with so I open my link to the "Admin Insider", the intranet site all Processing Associates can access for reference on policy and procedures. I find what I am looking for so I invest in the fund as requested just in time for my lunch break.
12:00 pm - Lunch break
I have arranged to meet a co-worker for lunch. We plan to grab a bite to eat at the food court in the mall and do some shopping. We'll have to hurry.
1:00 pm - Switches & transfers
The Queue Monitor indicates we have more purchases to process. I have a little more experience than others on the team, so I am assigned to the Switch/Transfer queue. I continue processing switches and transfers for the next while.
2:30 pm - Quality control
A switch document was returned to me from the Quality Control department. Fortunately QC caught this error in time for me to correct my trade before the stock market closes at 4 pm.
3:30 pm - Finish transactions
My Resolution item from this morning has been returned and they confirmed the correct investment instruction with the advisor. I glance at the Queue Monitor and there are only a couple of more financial trades to process. We can get all the financial items completed before we leave the office.
5:00 pm - Time to head home
My coworker walks by my desk to say good bye. I have a few requests to finish up before I leave so I am organized for the morning. I head out shortly after and head home for the evening.