Account Transfer Administrator

Position OverviewPrimary responsibility is to successfully deliver mandated service levels in the areas of processing, customer service, proactive support and administration. This position will provide excellent customer service and professionalism during dealings with Wealth Management Division branch network and external contacts_._ - Duties &...

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online. That’s...

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...

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...

Job DescriptionPlease note This is a CONTRACT role until April 25, 2025What We DoCurrent Work Authorization is required for ALL openings.Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage...

Account transfer / Aton / Remote (except key points in office - time to time)/ benefits/ iA is considered a Top 5 employer in Canada. We offer many benefits and here's your chance to join our incredible team. We are looking to add a new member to our Account Transfer Team. Here's a few tasks that you would have to perform: - Receive and process incoming...

Account transfer / Toronto / Remote (except key points in office - time to time) / Permanent, full-time with benefits_ iA is considered a Top 5 employer in Canada. We offer many benefits and here's your chance to join our incredible team. We are looking to add a new member to our Account Transfer Team. Here's a few tasks that you would have to perform: -...

**TASK DESCRIPTION**: - Receive and process incoming and outgoing transfer documents: - Maintain SLAs of the Account Transfer Department, to include adherence with regulatory body rules (i.e. IIROC rules) - Clear written and oral communication with branches, National Bank Financial, Operational groups and other financial institutions - QC, initiate,...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...

Requisition ID: 146208 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Transfers Administrator - Canadian Wealth Management Operations** **Job **Purpose** Working in a team environment, the Transfers Administrator is responsible providing courteous, accurate and timely information to our internal...

Requisition ID: 188377 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Transfers Administrator, you will be responsible for completing all processing activities as it relates to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing,...

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online. That’s...

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online. That’s...

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online. That’s...

**Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team on a 12 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. **Who you are**: - **Service** - You consider both internal and external stakeholders and...

**Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team on a 6 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. **Who you are**: - **Service** - You consider both internal and external stakeholders and...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...