Accounts 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 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.

Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease.
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.
Fluent in both English and French is required
Knowledge of Dataphile, Unifide or Inform is an asset

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.



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