Bilingual Transfers Administrator, Temporary

5 months ago

Toronto, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We’re looking for a Bilingual Transfers Administrator to join our Transfers team on a 12 month contract.

This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**What your day looks like**:

- Process transfer in requests according to service level agreements
- Monitor the transfers mailbox and collect incoming mail
- Initiate new manual or ATON transfers in and transfers out
- Track status and follow-up on initiated transfers
- Provide operational support for transfers to external institutions
- File completed transfer documents and shred all printed documents
- Review and respond to transfers in inquiries
- Assist / cover others in the Transfers Department as needed
- Handle special projects or other assignments as requested

**Requirements**:
**Your experience and skills**:

- Minimum 6 month’s experience processing transfers in a back-office department in a financial securities firm
- Extremely detail oriented and accurate
- Strong problem solving skills
- Excellent organizational and multi-tasking skills to meet required deadlines daily
- Strong team player in the department and across departments
- Strong customer service skills
- Experience with Dataphile, ATON, CDS and/or Arrow is an asset
- Fluent verbal and written communication skills in both English and French are required

**Benefits**

**Why Aviso Wealth?**

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork

**Equal Employment Opportunity**

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

**Company Overview**:
**Salary

  • Transfers Administrator, Temporary

    5 months ago

    Toronto, Canada Aviso Wealth Full time

    **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...

  • Transfers Administrator, Temporary

    5 months ago

    Toronto, 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 151 Yonge St, Toronto, ON. **Who you are**: - **Service** - You consider both internal and external stakeholders and...

  • Transfers Administrator, Temporary

    5 months ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team on a 10 month contract. **Who you are**: - **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver...

  • Transfers Administrator, Temporary

    5 months ago

    Toronto, Canada Aviso Wealth Full time

    **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...

  • Account Transfers Administrator

    6 months ago

    Toronto, Canada Fidelity Investments Full time

    Description Please note : This is a CONTRACT role until the end of 2024. Current Work Authorization is required for ALL openings. What We Do: 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...

  • Transfer Administrator

    5 months ago

    Toronto, Canada CI Financial Full time

    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...

  • Transfers Administrator

    5 months ago

    Toronto, Canada Scotiabank Full time

    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,...

  • Transfers Administrator

    3 weeks ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 209448Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Transfers Administrator is responsible for providing for completing all processing activities as it relates to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing,...

  • Stock Transfer Administrator

    5 months ago

    Toronto, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Account Transfer Administrator

    4 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleThe Account Transfer Administrator is responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.Key ResponsibilitiesProcessing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's...

  • Account Transfer Administrator

    4 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleThe Account Transfer Administrator is responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.Key ResponsibilitiesProcessing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's...

  • Account Transfers Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Accounts Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating with clients and institutions as needed.Reconcile daily...

  • Accounts Transfers Coordinator

    3 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:Fidelity Clearing Canada is seeking a skilled Accounts Transfers Administrator to join our Operations department. As a key member of the Account Transfers team, you will be responsible for the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues.Key Responsibilities:Review and process...

  • Accounts Transfers Specialist

    3 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:Fidelity Clearing Canada is seeking a skilled Accounts Transfers Administrator to join our Operations department. As a key member of the Account Transfers team, you will be responsible for facilitating the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues that may arise.Key...

  • Account Transfers Specialist

    3 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:Fidelity Clearing Canada is seeking a skilled Account Transfers Administrator to join our Operations department. As a key member of our team, you will be responsible for facilitating the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues that may arise.Key Responsibilities:Process...

  • Account Transfer Administrator

    1 month ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrator, Account Transfers to join our team at Questrade Financial Group. As a key member of our operations team, you will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by our clients.Key ResponsibilitiesProcess...

  • Account Transfer Administrator

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleThe Administrator, Account Transfers is a key position within our team, responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by our clients.Key ResponsibilitiesProcess ATON or Manual account transfers in and out requests, according to service level agreements, regulatory...

  • Account Transfer Administrator

    1 month ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrator, Account Transfers to join our team at Questrade Financial Group. As a key member of our operations team, you will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by our clients.Key ResponsibilitiesProcess...

  • Account Transfer Administrator

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleThe Administrator, Account Transfers will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients. This role requires strong organizational and multitasking capabilities, as well as excellent communication and collaborative skills.Key ResponsibilitiesProcessing...

  • Account Transfers Specialist

    4 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Account Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating effectively with clients and institutions.Reconcile daily...