Administrator, Account Transfers

2 months ago

Ottawa, Canada Accoravillage Full time
Administrator, Account Transfers (hybrid)

Wednesday, July 31, 2024

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

What’s in it for you as an employee of QFG?

  • Health & wellbeing resources and programs
  • Paid vacation, personal, and sick days for work-life balance
  • Competitive compensation and benefits packages
  • Hybrid and flexible work arrangements
  • Career growth and development opportunities
  • Opportunities to contribute to community causes
  • Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Administrator, Account Transfers . Could it Be You?

The purpose of the Administrator, Account Transfers is to ensure the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.

What’s it like working as the Administrator, Account Transfers at Questrade?

The Administrator is responsible for managing Broker to Brokeraccount transfers workflows, in order to move assets between Questrade and other financial institutions. They will collaborate and communicate internally and externally to deliver fast, efficient and accurate details on account transfers, while ensuring regulatory compliance standards are maintained.

In this role, responsibilities include but are not limited to:

  • Processing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade’s policies
  • Reviewing and distributing incoming transfers documents and other material to coordinate the flow of information internally and with other departments and organizations
  • Preparing, editing and proofreading correspondences and transferring related documents
  • Attending to phone, fax and email inquiries related to account transfers
  • Developing and maintaining strong relationships with internal and external parties
  • Tracking transfer status and following up on initiated transfers
  • Working collaboratively in a team and keeping team leaders informed
  • Compiling and organizing reports to support operational transfer activities
  • Maintaining automated filing system to add transfer data to internal databases
  • Assisting in creating and maintaining transfers department procedures
  • Ensuring departmental policies and procedures are complied with
  • Performing other duties as required and/or assigned.

So are YOU our next Administrator, Account Transfers? You are if…

  • You are a College or University graduate or equivalent, preferably in administration and/or finance
  • You have 1+ years of relevant work experience, ideally in the financial services industry
  • You have knowledge using G-Suite, especially Google Sheets
  • You have excellent communication and collaborative skills
  • You have a positive attitude and strong client orientation
  • You have strong organizational and multitasking capabilities
  • You are able to work independently in a fast-paced environment
  • You have a high level of attention to detail, curiosity to learn and understand the why and how
  • Experience working in operations or account transfers department
  • Experience with ATON and non-ATON account transfers
  • Experience using Broadridge BPS
  • Completed CSC, CPH, or other related courses

Sounds like you? Click below to apply

#LI-NP1

#LI-Hybrid

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

  • 5700 Yonge St, North York, ON M2M 4K2, Canada
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