Back Office- New Accounts and Transfers

**Responsibilities include**: - Process transfer requests in and out for all types of accounts in a timely manner and according to regulatory and audit requirements; - Review new Transfer-in instructions on ATON and verify all information is accurate and correct; - Process manual transfers; - Follow through on all Transfer-In requests until complete; -...

**Job Overview** Ventum 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 Senior VP of Operations, the Account Transfer Administrator will be primarily responsible for assisting...

**Account Transfer Associate** - 2401002 - 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 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...

**THE OPPORTUNITY** We have an opportunity for an** Account Transfers Administrator** to join our award-winning firm in the Vancouver office. **WHAT YOU’LL DO** Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing...

**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...

**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 1111 West Georgia St, Vancouver, BC. **Who you are**: - **Service** - You consider both internal and external...

**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...

**THE OPPORTUNITY** We have an opportunity for an** Account Transfers Administrator** to join our award-winning firm in the Vancouver office. **WHAT YOU’LL DO** Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing...

**Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team until Dec 31, 2025. **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...

Associate, 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 Associate** - 2403306 - 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 customized solutions to their...

**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...

Leede 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...

**Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team. **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...

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 customized solutions to their wealth management needs.Account Transfer AssociateHow does the role impact the...

**Associate, New Account Services** **Vancouver - Job # 7015** *** **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 relationships...

p>Senior Financial AnalystConnor, Clark & Lunn Financial Group Ltd.Vancouver, BCConnor Clark & Lunn Financial Group is seeking a Senior Financial Analyst, able to work in a fast-paced, multi-tasking environment within a project team engaged on the delivery of middle and back office operational enhancements including the delivery of new software...

**Account Transfer Associate - 6 Month Contract** - 2403647 - 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 customized...

The 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...