![Leede Jones Gable](https://media.trabajo.org/img/noimg.jpg)
Back Office- New Accounts/transfers
4 weeks ago
**Location**: Vancouver or Calgary
**Job Duties**:
- Administrative support to New Accounts and Compliance Departments
- Process incoming documents, which entails reviewing account opening packages to ensure that proper documents are used and completed correctly
- Management of pending and on-going account documentation requirements
- System input of account information
- Prepare document packages for the scanning process
- Assist internal and external department staff with account-related statistics and reports
- Initiate accounts transfers (Aton in and out: Non-Aton in and out
- Post journal entries
- Set up transfers on CDS/DTC
- Deposit cheques
- Provide assistance and/or back up coverage support to other team members
- Perform additional responsibilities and project-related tasks as required.
**Job Duties**:
- Able to work well in a team environment and communicate effectively with others at all levels in the organization
- Flexible and enjoys an environment where responsibilities include a variety of tasks which may vary depending on company needs
- Strong organization skills and the ability to meet challenging deadlines
- Excellent communication skills, both written and verbal
- Excellent problem-solving skills
- Ability to work independently
- Experience with Dataphile preferable
- Minimum of one year experience in an investment industry back office.
**Compensation**:
-
Back Office- New Accounts and Transfers
2 months ago
Vancouver, Canada Leede Jones Gable Inc. Full timeLeede Jones Gable is one of Canada’s leading full-service investment dealers and provides a full range of investment products and services to clients all across Canada. Our diverse group of experienced and knowledgeable investment advisors and portfolio managers help clients achieve their long-term financial goals by offering independent, timely, and...
-
New Account
6 days ago
Vancouver, Canada AGF Management Limited Full timeAbout Cypress: Cypress Capital Management is an investment management firm wholly owned by the AGF Management Ltd. The firm is comprised of nine experienced investment professionals, each having a CFA designation. The firm was formed in 1998. The sole focus of our business is investment management for Private Clients, Charitable Foundations, Endowments and...
-
Transfers Speciaist
3 days ago
Vancouver, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Roles Specifications Location: Vancouver, BC Target hire...
-
Transfers Specialist
6 days ago
Vancouver, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Roles Specifications Location: Vancouver, BC Target hire...
-
Vancouver, Canada Nicola Wealth Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...
-
Account Transfers Administrator
1 week ago
Vancouver, Canada Odlum Brown Full time**ODLUMBROWN.COM** **Account Transfers Administrator - Vancouver** **FIRM OVERVIEW** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full - service investment firm for 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one...
-
Account Transfer Associate
5 days ago
Vancouver, Canada Raymond James Financial Full time**Account Transfer Associate** - 2302532 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...
-
Account Transfers Administrator
1 week ago
Vancouver, Canada Odlum Brown Full time**WHO WE ARE** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...
-
Associate, Account Transfers
1 month ago
Vancouver, Canada Canaccord Genuity Corp. Full timeAssociate, Account Transfers Vancouver or Toronto Salary Range: $45,000 - $50,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client...
-
Account Transfer Administrator
1 month ago
Vancouver, Canada PI Financial Corp Full time**Account Transfer Administrator - Vancouver****: PI Financial Corp. is an independent, full service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our self-clearing Operations team. Reporting to the Manager of Operations, the Account Transfer** **Administrator will be...
-
Transfers Administrator, Temporary
1 month ago
Vancouver, Canada Aviso Wealth Full time**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 1111 West Georgia St, Vancouver, BC. **Who you are**: - **Service** - You consider both internal and external...
-
New Accounts
1 month ago
Vancouver, Canada Leede Jones Gable Full timeLeede Jones Gable is one of Canada's leading independent investment dealers, providing a full range of investment products and services to clients all across Canada. Our diverse group of experienced and knowledgeable investment advisors and portfolio managers offer timely, objective financial advice, helping clients achieve their long-term financial...
-
Accounts Receivable Specialist
5 days ago
Vancouver, Canada LGM Financial Services Inc. Full timeLGM is a national leader in providing warranty, finance and insurance services to the Canadian automotive industry. Since 1998, LGM has been successfully supplying quality products and leading training solutions to over 1,200 Canadian franchised new car dealerships. Dealer partnerships are complimented with the strong backing and support of their automotive...
-
Transfer Agent/administrative Assistant/office
2 months ago
Vancouver, Canada Endeavor Trust Corporation Full time**Responsibilities may include, but are not limited to**: - Process securities transactions using in-house software. - Ensure the accurate and timely completion of documents related to share issuances, transfers and other types of securities transactions. - Produce and distribute share certificates and share statements for shareholders. - Organize and...
-
Manager - Transfer Pricing
2 days ago
Vancouver, Canada Baker Tilly Canada Full time**Manager - Transfer Pricing** **Vancouver, British Columbia, Canada**: Current Opportunities If you are looking to progress your career, look no further than Baker Tilly WM. Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto. We provide value-added audit, tax and advisory solutions that support local...
-
New Accounts Administrator
1 month ago
Vancouver, Canada Haywood Securities Inc. Full time**About Haywood** Haywood Securities Inc. is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the oil and gas, mining, technology, and special situation sectors. Haywood offers these...
-
Administrative Accounting Assistant
2 months ago
Vancouver, Canada Alma Mater Society of UBC Vancouver Full timeThe Alma Mater Society (AMS) is the University of British Columbia’s (UBC) student society, and works to improve the academic, social and personal lives of the 56,000 UBC students at its Vancouver campus. The AMS also runs nine food and beverage outlets, a catering and conference operation, and the AMS Student Nest, providing on-campus employment...
-
Vancouver, Canada Fairleigh Dickinson University Full time**Supervision Received**: This position is supervised by the Associate Director of Admissions and works closely with other departments related to their duties (i.e., Academic Advising, Marketing, Enrollment Services, and Faculty). **Principal Duties**: - Make independent admission decisions to admit or refuse applicants to university programs based on...
-
Admissions Officer Transfer Credit Specialist
1 month ago
Vancouver, Canada Fairleigh Dickinson University Full time**Supervision Received**: This position is supervised by the Associate Director of Admissions and works closely with other departments related to their duties (i.e., Academic Advising, Marketing, Enrollment Services, and Faculty). **Principal Duties**: - Make independent admission decisions to admit or refuse applicants to university programs based on...
-
Office Manager
7 hours ago
Vancouver, Canada Earls Head Office Full timeAbout Earls Kitchen + Bar - Some 40 years ago, Leroy “Bus” Earl Fuller and his son Stanley Earl Fuller had a simple idea: to create a laid-back burger and beer joint filled with warm, friendly people. The first Earls restaurant opened in Edmonton, Alberta in 1982, and it quickly took off — Earls has never looked back, opening locations across Canada...