Client Operations Administrator

6 months ago

Toronto, Canada Questrade Financial Group Full time

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Hybrid and flexible work arrangements
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Client Operations Administrator. Could it Be You?
The primary role of the Client Operations Administrator is to ensure the timely and accurate processing of client requests and account updates.

What’s it like working as a Client Operations Administrator at Questrade?
The Client Operations Administrator will process client requests and update client accounts in accordance with industry regulations and Questrade’s internal operations procedures, while continually being vigilant of the customer experience.

Need more details? Keep reading...
**In this role, responsibilities include but are not limited to**:

- Investigating client queries and responding accordingly while maintaining exceptional levels of client service.
- Processing client request work queues: Withdrawal funds, Transfer funds, Transfer positions and Exchange funds according to service level agreements, regulatory requirements and Questrade policies.
- Monitoring and reviewing incoming documentation related to client operations tasks.
- Ensuring accurate and efficient administration of client cash and account management.
- Completing daily processing within departmental standards.
- Collaborating with other Questrade departments as required.
- Liaising with 3rd party vendors and institutional clients as required.
- Performing other duties as assigned.

So are YOU our next Client Operations Administrator? You are if you
✔ Have 1+ years of relevant work experience, ideally in the financial services industry
✔ Are a College or University graduate (or equivalent), preferably in administration and/or finance area
✔ Have excellent written and verbal communication skills
✔ Have proven analytical and reconciliation skills and experience
✔ Have experience working in operations
✔ Have a positive attitude and strong client orientation
✔ Have strong organizational and multitasking capabilities
✔ Have a high level of attention to detail
✔ Are able to work independently in a fast-paced environment
✔ Express curiosity to learn and understand the why and the how
✔ Collaborate effectively as a team player

Additional kudos if you have
✔ Successfully completed the CSI course, including the CSC and CPH exams
✔ Experience using G-Suite is preferred, especially Google Sheets
✔ Experience using Broadridge Processing System (BPS)

Sounds like you? Click below to apply

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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

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