Transition Administrator

4 weeks ago

Markham, Canada Worldsource Wealth Management Full time

Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and inquires are handled promptly with care and accurately, adhering to the established service levels. This role required strong communication in both English and French skills and a commitment to maintaining a positive customer experience throughout the onboarding process.


RESPONSIBILITIES:

  • Resolve escalations related to New Transition Advisors promptly and accurately, applying strong business acumen, specific insights, and thorough investigation to address issues with a sense of urgency and exceptional service.
  • Navigate essential business processes effectively, demonstrate knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO.
  • Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease.
  • Collaborate with Internal and external partners to gather necessary information, enabling other teams to perform their task accurately and ensuring timely, efficient information flow.
  • Complete task related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, all the while adhering to SLAs to provide seamless client experience.
  • Update account information and collaborate closely with all internal stakeholder and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status.
  • Managing and update client preference related to e-delivery for clients, statements, confirms and tax forms ensuring smooth and accurate communication.
  • Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience.
  • Perform additional duties as assigned, supporting a positive customer experience and upholding service standards within operations and business development.


QUALIFICATIONS:

  • Fluent in both English and French is required
  • Post-secondary education and/or 2 years in Brokerage operation or transition of New advisor onboarding
  • Excellent communication and organizational skills
  • Excellent attention to detail, and problem-solving skills
  • Ability to work independently as well as in a team environment
  • Knowledge of Dataphile, Unifide or Inform is an asset


COMPENSATION:

Commensurate with experience


If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.


Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted

  • Transition Administrator

    4 weeks ago

    Markham, Canada Worldsource Wealth Management Full time

    Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and inquires are handled...

  • Transition Administrator

    2 weeks ago

    Markham, Canada Worldsource Wealth Management Full time

    *18-month contract*Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and...

  • Transition Administrator

    2 weeks ago

    Markham, Canada Worldsource Wealth Management Full time

    *18-month contract* Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and...

  • Transition Administrator

    2 weeks ago

    Markham, ON, Canada Worldsource Wealth Management Full time

    *18-month contract* Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and...

  • Transition Administrator

    2 weeks ago

    Markham, ON, Canada Worldsource Wealth Management Full time

    *18-month contract* Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and...

  • Transit Coordinator

    6 months ago

    Markham, Canada Morrison Hershfield Full time

    Morrison Hershfield is now Stantec. Grow with the best. Join a smart, creative, and inspired team that works to support innovation. The Stantec community unites more than 28,000 employees working in over 400 locations across 6 continents. Here at Morrison Hershfield, now Stantec, we are committed to providing flexible work arrangements, to assist employees...

  • Senior IT Transition Manager

    4 weeks ago

    Markham, Ontario, Canada Lenovo Full time

    Job SummaryThis is a Senior IT Transition Manager role in the Americas Region for Lenovo.About the RoleWe are looking for a highly experienced and skilled IT Transition Manager to lead our transition projects in the Americas region.About YouYou will have a Bachelor's degree in computer science, Business Administration, Engineering, or a related field with an...

  • Transit Project Engagement Specialist

    4 weeks ago

    Markham, Ontario, Canada Morrison Hershfield Full time

    Morrison Hershfield, now Stantec, is a leading provider of infrastructure solutions. With over 28,000 employees working in more than 400 locations across 6 continents, our team unites to deliver innovative projects.We offer flexible work arrangements to support employees in balancing their multiple responsibilities at work, home, and in the community. This...

  • Transit Subways Submittal Coordinator

    3 months ago

    Markham, Canada Morrison Hershfield Full time

    Morrison Hershfield is now Stantec. Grow with the best. Join a smart, creative, and inspired team that works to support innovation. The Stantec community unites more than 28,000 employees working in over 400 locations across 6 continents. Here at Morrison Hershfield, now Stantec, we are committed to providing flexible work arrangements, to assist employees...

  • Transit Stakeholder Coordinator

    6 months ago

    Markham, Canada Morrison Hershfield Full time

    Morrison Hershfield is now Stantec. Grow with the best. Join a smart, creative, and inspired team that works to support innovation. The Stantec community unites more than 28,000 employees working in over 400 locations across 6 continents. Here at Morrison Hershfield, now Stantec, we are committed to providing flexible work arrangements, to assist employees...

  • Senior IT Transition Lead

    4 weeks ago

    Markham, Ontario, Canada Lenovo Full time

    Job OverviewLeverage your expertise in information technology and business environments to lead our transition management efforts in the Americas region.About the RoleWe are seeking a highly experienced Senior IT Transition Lead to join our team. This role is open to remote candidates within Canada.The successful candidate will possess a Bachelor's degree in...

  • Transit Coordinator

    6 months ago

    Markham, Canada Morrison Hershfield Full time

    Morrison Hershfield is now Stantec.Grow with the best. Join a smart, creative, and inspired team that works to support innovation. The Stantec community unites more than 28,000 employees working in over 400 locations across 6 continents.Here at Morrison Hershfield, now Stantec, we are committed to providing flexible work arrangements, to assist employees in...

  • Transit Stakeholder Coordinator

    6 months ago

    Markham, Canada Morrison Hershfield Full time

    Morrison Hershfield is now Stantec.Grow with the best. Join a smart, creative, and inspired team that works to support innovation. The Stantec community unites more than 28,000 employees working in over 400 locations across 6 continents.Here at Morrison Hershfield, now Stantec, we are committed to providing flexible work arrangements, to assist employees in...

  • Transit Site Coordinator

    6 months ago

    Markham, Canada Morrison Hershfield Full time

    Morrison Hershfield is now Stantec. Grow with the best. Join a smart, creative, and inspired team that works to support innovation. The Stantec community unites more than 28,000 employees working in over 400 locations across 6 continents. Here at Morrison Hershfield, now Stantec, we are committed to providing flexible work arrangements, to assist employees...

  • Transition Coordinator

    5 months ago

    Markham, Canada Lenovo Full time

    Description and Requirements About Lenovo Services We think and act differently!  Lenovo Services is shifting its focus from hardware to a solution driven company with the customer in the center of attention. The Services portfolio for PC products brings end-to-end solutions that span the lifecycle of Lenovo customers’ systems, helping...

  • Public Transit Operations Coordinator

    4 weeks ago

    Markham, Ontario, Canada Morrison Hershfield Full time

    Morrison Hershfield, now Stantec, is a leading infrastructure consulting firm that supports innovation and growth.We offer flexible work arrangements to help employees balance their professional and personal responsibilities. Our team focuses on project delivery, client satisfaction, and staff well-being.The Horizontal Infrastructure Business Unit has...

  • Transit Site Coordinator

    6 months ago

    Markham, Canada Morrison Hershfield Full time

    Morrison Hershfield is now Stantec.Grow with the best. Join a smart, creative, and inspired team that works to support innovation. The Stantec community unites more than 28,000 employees working in over 400 locations across 6 continents.Here at Morrison Hershfield, now Stantec, we are committed to providing flexible work arrangements, to assist employees in...

  • Design Manager

    6 months ago

    Markham, Canada GHD Full time

    Bring your curiosity and determination to make a positive impact on the future of transport, and we’ll help you go all the way.  Join our team of globally connected specialists to help solve complex transport challenges and experience groundbreaking projects from idea to delivery, and beyond. Who are we looking for? Due to continuing growth in...

  • Bus Rapid Transit

    2 months ago

    Markham, Canada AECOM Full time

    Job DescriptionAECOM Markham is hiring a Bus Rapid Transit (BRT) Project Manager. Responsibilities include but are not limited to: Project Delivery: Manage medium to large-scale BRT projects from concept through construction, ensuring scope, schedule, and budget adherence. Oversee the technical execution and quality control of engineering design and...

  • Operations Administrator

    6 months ago

    Markham, Canada Mobis Parts Canada Corporation Full time

    MOBIS Parts Canada ("MPCA") is a technological leader in the automotive industry focusing on the distribution of parts for Hyundai Motor Company and Kia Motors. Through collaboration, ingenuity and a promise to provide safety and happiness to our customers, we are committed to constant evolution and the development of a variety of cutting edge...