Account Transfers Administrator

7 days ago


Montréal, Canada iA Groupe financier iA Financial Group Full time

Begin your career now as an Account Transfer Administrator, a stimulating career in a motivating and friendly environment, where customer service is at the core of what we do. A new professional adventure awaits you

**As an Account Transfer Administror, you will**:

- Initiate, follow-up and complete transfers
- Review daily and weekly transfer reports provided by Management
- Ensure any outstanding transfers are shared with management to make sure they are resolved in a satisfactory timeframe
- Notify any transfer requests to advisors on a daily basis
- Communicate with various Operational groups (Recurring Events, MIS, etc.) to ensure transfer outs are actioned properly and efficiently
- Maintain clear written and oral communication with branches, National Bank Financial, Operational groups and other financial institutions
- deposit of cheques and control account reconciliation, booking in mutual funds
- transfer documents and forward to National Bank for transfer outs/ RESPs/ RDSPs

**Knowledge and experience**:

- 1-2 years Account Transfer experience
- Clear written and oral communication skills
- Courteous and dynamic customer approach
- Works well within a team environment
- Bilingualism (French and English)
- Be rigorous and organized
- Able to multi-task and change focus during the day, depending on volumes
- Provide ideas and suggestions on how to improve the service offering to the team
- Fundcom knowledge (optional)
- Basic knowledge of ISM, ATON, CDS (optional)
- Overtime may be required. Flexibility to assist with overtime as needed.

**Profil de l'organisation**:
**À propos**:
iA Groupe financier, c’est la force d’une société de taille à dimension humaine qui compte plus de 8 000 employés. Ensemble, nous avons gagné la confiance de plus de 4 millions de clients et 50 000 représentants qui nous ont choisis pour leurs assurances, leur épargne et la gestion de leur patrimoine.

Avec plus de 200 milliards de dollars d’actifs et un demi-milliard de dollars de prévu en investissement pour l’innovation technologique, nous sommes un joueur clé dans le domaine des services financiers au Canada et aux États-Unis. Le secret de notre réussite? S’investir, une personne à la fois. Parce que depuis plus de 125 ans, nous croyons que c’est en soutenant chacun de nos employés et en nous entourant de leaders parmi les plus réputés de l’industrie que nous pouvons continuer d’innover.

Chez iA, on s’investit, pour vous.

**Notre engagement en matière de diversité et d’inclusion**:
Chez iA Groupe financier, nous appuyons et nous célébrons la diversité. Nous nous efforçons de fournir un milieu de travail reconnu comme inclusif pour tous, sans égard à l’origine ethnique, à la nationalité, à la langue, aux croyances religieuses, au genre, à l’orientation sexuelle, à l’âge, à l'état matrimonial, à la situation familiale ou à un handicap physique ou mental.

Notez que si vous avez besoin d’aide ou d’assistance pour rendre le processus de recrutement plus accessible pour vous, veuillez Nous joindre ici. Une personne de notre équipe se fera un plaisir de répondre à vos besoins.



  • Montréal, 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,...


  • Montréal, Canada Computershare Full time

    We have a unique opportunity for someone to contribute their talents and strengths as a** Bilingual Transfer Specialist.** **We give you a world of potential** This role focuses on ensuring that excellent customer service is provided to all of our shareholders and clients through an up-front review and validation as well ongoing processing or rejection of...


  • Montréal, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Transfer Pricing team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory...


  • Montréal, 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,...

  • Accounting Coordinator

    8 months ago


    Montréal, Canada Rental Escapes Full time

    Rental Escapes is a leading luxury villa wholesaler with a portfolio of over 5000 of the most amazing vacation rental properties around the world. We are looking for an administrative assistant/accounting coordinator who is hardworking, meticulous and trustworthy with excellent computer skills. Working under the Accounting Manager, this person would assist...


  • Montréal, Canada KPMG-Canada Full time

    **Overview** At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The opportunity: As an experienced member of the transfer pricing team, you will take a lead role in addressing the transfer pricing requirements for our clients,...


  • Montréal, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The opportunity: As an experienced member of the transfer pricing team, you will take a lead role in addressing the transfer pricing requirements for our clients,...


  • Montréal, Canada Computershare Full time

    **Voir version française plus bas** **Location: 1500, Blvd Robert Bourassa Montreal, QC** This is a hybrid position primarily based in Montreal, QC. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out...


  • Montréal, QC, Canada TMX 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,...

  • Accounting Clerk

    3 weeks ago


    Montréal, Canada ACP Marketing Canada Inc. Full time

    Working for the Finance and Administration Department, you will be responsible for assisting with functions related to Finance and Administration. **Responsibilities**: Process payments for general expenses, invoices, expense reports. Prepare and process monthly Call Center agent commissions. Compile accurate cash requirements data for fund transfers and...


  • Montréal, QC, Canada Boutique La Vie En Rose Full time

    Join a diverse and talented team For years now, we’ve been designing lingerie and swimwear for everyday living. Why do we do what we do? Because we want women around the world to look and feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving environment. We’re a proudly local company with...


  • Montréal, Canada Leaseweb Full time

    Leaseweb est à la recherche d'un administrateur de récouvrement basé à Montréal. La mission du service est de recouvrer les factures de vente impayées. Nous sommes le point de contact pour les clients en ce qui concerne les données financières telles que les questions concernant les factures et les paiements. **Description et responsabilités**: Vos...


  • Montréal, Canada iWeb Inc. Full time

    Leaseweb est à la recherche d'un administrateur de récouvrement basé à Montréal. La mission du service est de recouvrer les factures de vente impayées. Nous sommes le point de contact pour les clients en ce qui concerne les données financières telles que les questions concernant les factures et les paiements. **Description et responsabilités**: Vos...

  • System Admin

    7 months ago


    Montréal, Canada AstraNorth Full time

    **Designing, installing, configuring and maintaining system software in support of business processing requirements related to MFT Services and automated file transfers usinG GOANYWHERE.**: - Design and Provisioning secure file transfer interfaces using pre-set patterns based on business demand - Contribute and interact with different IT Positions such as:...

  • Operation Specialist

    7 months ago


    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: The aim of Global Business Service Unit (GBSU) Canada is to deliver day-to-day services to Société Générale investment and corporate bank units and their clients to accelerate their transformation. GBSU differentiates itself from competitors with the pace of the agile transformation delivered, spreading the...


  • Montréal, QC, Canada BDO Full time

    **Putting people first, every day** BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 165719 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose The Administrative Assistant role is to provide administrative support to one or more Advisors, and their teams. Key Accountabilities 1. Ensure a high level of non-trade client service by: - Acting as receptionist by...


  • Montréal, Canada Sir Wilfrid Laurier School Board Full time

    **Place of Work**: SWLSB Head office, 235, montée Lesage, Rosemère (Québec) J7A 4Y6 **Status of Position**: 100% Full-Time Regular **Salary Scale**: $24.21 to $32.32 hourly rate **Fringe Benefits**: - Four (4) weeks’ annual vacation - Two (2) weeks off during the holiday season - Special days off to facilitate work-life balance - Pension plan -...

  • Accounting Technician

    7 months ago


    Montréal, Canada Werkliv Full time

    **JOB DESCRIPTION** Reporting to the Controller, the Accounting Technician is responsible for preparing monthly financial statements, managing billing for group entities, preparing budgets, approving expenses for operating properties, and handling certain administrative tasks.. **ROLES & RESPONSIBILITIES** **- BILLING AND REVENUE COLLECTION** - Follow up...


  • Montréal, Canada JLL Full time

    About JLL - We’re JLL—a leading professional services and investment management firm specializing in real estate. We have operations in over 80 countries and a workforce of over 91,000 individuals around the world who help real estate owners, occupiers and investors achieve their business ambitions. As a global Fortune 500 company, we also have an...