Back Office- New Accounts/transfers

4 weeks ago


Vancouver, Canada Leede Jones Gable Full time

**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**:



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