Team Lead

2 weeks ago


Vancouver, Canada PI Financial Corp Full time

**Team Lead (Manager) Accounts Administration Compliance - Vancouver****:
**RESPONSIBILITES**
- Provide experienced leadership to the team.
- Ensure accounts are being opened correctly and expeditiously.
- Liaison with other team leads and managers re account opening procedures.
- Respond to Investment Advisor queries, including escalated issues.
- Assist with ongoing projects requiring updated tax documentation.
- Training other accounts administration staff.

**KNOWLEDGE & EXPERIENCE**
- Extensive experience and knowledge of Broadridge/Dataphile.
- Significant experience in an account opening role.
- Strong leadership/people skills.
- Ability to multi-task in a fast-paced environment.
- Excellent attention to detail, yet also understanding of the “big picture”.
- Strong verbal and written communication skills.


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