Account Transfers Administrator

3 months ago

Vancouver, Canada Odlum Brown Full time

**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 nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s
Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team
members, clients and communities.

**CULTURE AND VALUES**
Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and
Community - we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values
are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

**PEOPLE**
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,
musicians, yogis, world travelers - all with diverse backgrounds and experiences to share from around the globe. You
will work with really interesting people and make great friends, too.

**COMMUNITY**
We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer
Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,
and we work hard to inspire passion and fun while doing it.

**PROFESSIONAL DEVELOPMENT**
Continuous learning matters. We are committed to providing career-long support for learning and growth.***

**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 transfer requests and liaising with

Investment Advisors, Assistants and other departments within our Client Services operations.

**RESPONSIBILITIES**
- Process incoming and outgoing transfer requests with speed and accuracy
- Verify and ensure transfer documents are in good order with advisor teams
- Monitor and troubleshoot transfers of accounts in a timely manner
- Liaise with advisor teams
- Cross train in other functions within the department, as needed

**KNOWLEDGE AND EXPERIENCE**
- Must have a minimum of 1-2 years Transfers experience within an investment firm
- Familiarity with investment accounts (RRSPs and TFSAs) is an asset
- Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
- Strong organizational skills, with the ability to prioritize important and time-sensitive tasks
- Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
- Ability to take initiative and seek out information and solutions independently
- Ability to exercise sound judgment to resolve challenging scenarios
- Excellent verbal and written communication skills
- Experience with Broadridge Dataphile and ATON system is an asset
- Intermediate proficiency in Microsoft 365
- Completion of Canadian Securities Course or other investment related courses is an asset

**WHAT WE OFFER**
A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of
individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We
believe in rewarding team members and do this by providing a competitive total rewards package that is fair and
equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to
expand your career. This role has an expected salary of $45,000 - $50,000/year, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d
like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and

of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with
individuals whose profiles most closely match what’s needed to be successful in this role.

  • Account Transfer Administrator

    3 months ago

    Vancouver, Canada Ventum Financial Corp. Full time

    **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 Administrator

    7 months ago

    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...

  • Account Transfers Administrator

    1 day ago

    Vancouver, Canada Haywood Securities Inc. Full time

    **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; -...

  • Hybrid-account Transfers Administrator

    4 months ago

    Vancouver, Canada TEEMA Full time

    **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...

  • Hybrid-account Transfers Administrator

    3 months ago

    Vancouver, Canada TEEMA Full time

    **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...

  • Account Transfers Administrator

    6 months ago

    Vancouver, Canada Odlum Brown Full time

    **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

    7 months ago

    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...

  • Transfers Administrator, Temporary

    7 months ago

    Vancouver, Canada Aviso Wealth Full time

    **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...

  • Transfers Administrator, Temporary

    7 months ago

    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...

  • Account Transfer Associate

    7 months ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **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...

  • Transfers Administrator, Temporary

    2 months ago

    Vancouver, Canada Aviso Wealth Full time

    **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

    3 months ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **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...

  • Transfers Administrator

    5 days ago

    Vancouver, Canada Aviso Wealth Full time

    **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...

  • Back Office- New Accounts and Transfers

    3 days 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...

  • Office Administrator/transfer Agent

    7 days ago

    Vancouver, Canada Endeavor Trust Corporation Full time

    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...

  • Office Administrator/transfer Agent

    7 days ago

    Vancouver, Canada Endeavor Trust Corporation Full time

    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

    2 months ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **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...

  • Transfer Agent/administrative Assistant/office

    7 months 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...

  • Administrator, Stock Transfer Operations

    7 months ago

    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,...

  • Account Transfer Associate

    3 weeks ago

    Vancouver, Canada Disability Solutions Full time

    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...