THE OPPORTUNITY
We have an opportunity for an Account Transfers Administrator to join our award-winning firm in the Vancouver office.
WHAT YOU'LL DO
Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing transfer requests and liaising with Investment Advisors, Assistants and other departments within our Client Services operations.
RESPONSIBILITIES
• Process incoming and outgoing transfer requests with speed and accuracy
• Verify and ensure transfer documents are in good order with advisor teams
• Monitor and troubleshoot transfers of accounts in a timely manner
• Liaise with advisor teams
• Cross train in other functions within the department, as needed
KNOWLEDGE AND EXPERIENCE
• Must have a minimum of 1–2 years Transfers experience within an investment firm • Familiarity with investment accounts (RRSPs and TFSAs) is an asset
• Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
• Strong organizational skills, with the ability to prioritize important and time-sensitive tasks
• Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
• Ability to take initiative and seek out information and solutions independently • Ability to exercise sound judgment to resolve challenging scenarios
• Excellent verbal and written communication skills
• Experience with Broadridge Dataphile and ATON system is an asset
• Intermediate proficiency in Microsoft 365
• Completion of Canadian Securities Course or other investment related courses is an asset