Account Transfer Administrator

**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...

**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; -...

**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...

**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...

**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...

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...

**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...

**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...

**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...

**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...

**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...

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...

Downtown small but fast-growing securities administration company is looking for a diligent individual to provide support and process stock-related transactions. **Responsibilities include but are not limited to**: - Processing stock-related transactions (e.g. deposits and transfers) using in-house software. - Organizing and preparing for the client's...

Downtown small but fast-growing securities administration company is looking for a diligent individual to provide support and process stock-related transactions. **Responsibilities include but are not limited to**: - Processing stock-related transactions (e.g. deposits and transfers) using in-house software. - Organizing and preparing for the client's...

**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...

**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...

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,...

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...