Back Office- New Accounts and Transfers

1 month ago


Vancouver, Canada Leede Jones Gable Inc. Full time

Leede 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 objective financial advice.

**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 and
- Perform additional responsibilities and project-related tasks as required.

**Skills**
- 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 and
- Minimum of one year experience in an investment industry back office.

**Compensation**

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Profit sharing
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: One location



  • 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...


  • Vancouver, Canada Canaccord Genuity Corp. Full time

    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...


  • 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...


  • 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...


  • Vancouver, Canada Alma Mater Society of UBC Vancouver Full time

    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...


  • Vancouver, 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 Clerk

    1 month ago


    Vancouver, Canada BC Teachers’ Federation Full time

    **British Columbia Teachers’ Federation**: **Accounting Clerk** **Full-time, temporary** **As soon as possible to May 9, 2025** **$50,779.94 to $59,592.06 per annum** The British Columbia Teachers' Federation (BCTF) is located on the unceded ancestral territories of the xʷməθkʷəy̓əm, sḵwx̱wú7mesh, and səlil̓w̓ətaɬ nations since 1917,...

  • Accounting manager

    24 hours ago


    Vancouver, Canada The Mason Group Inc Full time

    Accounting Manager - Giving back to the community Employment Type Permanent Location Vancouver, British Columbia Apply SHARE THIS JOB           Job Description: Are you a qualified Canadian CPA working in Big 4 or a mid-tier firm looking to transition into an industry role?Are you looking for an iconic organization...


  • Vancouver, Canada Back In Motion Full time

    Back in Motion Rehab - Health Services is hiring a casual Administrative Assistant to work in our Vancouver clinic. POSITION TITLE: Administrative Assistant PROGRAM: Physiotherapy Clinic REPORTS TO: Administrative Manager  LOCATION: Vancouver STATUS: Casual Hourly Rate: from $18/hour (depending on experience and skills) HOURS OF WORK:...


  • Vancouver, Canada Back in Motion Rehab Full time

    Back in Motion Rehab - Health Services is hiring a casual Administrative Assistant to work in our Vancouver clinic. **POSITION TITLE: Administrative Assistant** **PROGRAM: Physiotherapy Clinic** **REPORTS TO: Administrative Manager** **LOCATION: Vancouver** **STATUS: Casual** **Hourly Rate: from $18/hour (depending on experience and skills)** **HOURS OF...


  • Vancouver, Canada Canaccord Genuity Corp. Full time

    Salary Range: $40,000 - $44,000 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 relationships - we achieve this by generating value for...


  • North Vancouver, Canada Back in Motion Rehab Full time

    Back in Motion Rehab/ Legacies Health Centre has an exciting opportunity for a **Full Time Lead Administrative Assistant** at our **North Van Clinic**. **Hours: Monday to Friday - 7:00 am to 3:00 pm** **Starting Rate: $18/hour** RESPONSIBILITIES Greets all clients and assists with signing in the attendance sheet; Booking client appointments, taking...


  • Vancouver, Canada Best Buy Full time

    Accounting Administrator - Advertising Do you have a knack for problem solving and enjoy building meaningful relationships? As an accounting administrator-advertising, you will be responsible for processing a large volume of advertising invoices and resolving invoice or payment related issues. You will support advertising vendors by professionally...

  • Transfer Agent

    1 month 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...


  • Vancouver, Canada Back in Motion Rehab Full time

    Back in Motion Rehab - Health Services is hiring a casual Administrative Assistant to work in our Vancouver clinic.POSITION TITLE: Administrative Assistant PROGRAM: Physiotherapy ClinicREPORTS TO: Administrative Manager LOCATION: VancouverSTATUS: Casual Hourly Rate: from $18/hour (depending on experience and skills)HOURS OF WORK: With availability for the...

  • Transfer Agent

    1 month 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...

  • Finance Manager

    1 month ago


    Vancouver, Canada Aquilini Group LP Full time

    **Position**:Finance Manager **Department**:Aquilini Group Executive Office **Location**: Vancouver, BC **Reporting to**: Senior Executive **SUMMARY**: The Finance Manager will provide professional support to a Senior Executive by overseeing, organizing and managing a wide range of personal and company financial, tax and stock accounts, ensuring...


  • Vancouver, Canada Speciality Dental Office Full time

    Our boutique specialty dental office is looking for a dental receptionist/office assistant. The role will involve assisting in many aspects of our office. Some of these duties will include: - Greeting patients and answering the phone - Marketing and social media outreach to the dental community - Taking payments for treatment - Submitting insurance...


  • Vancouver, 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,...


  • Vancouver, Canada Fairleigh Dickinson University Full time

    The Accounting Office Assistant provides diversified accounting support to various FDU Vancouver campus departments. Responsibilities include, but are not limited to, purchasing and accounts payable activities, contract routing processes, agent contracts and payments, student tuition payments and other bursarial functions. The Accounting Office Clerk...