Account Transfer Administrator

2 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 the Transfers team in their day-to-day management of incoming and outgoing account transfers, and administrative duties as required.

The role requires a dynamic, detail-oriented individual who is willing to learn and grow within the organization.

**Responsibilities**:

- Process incoming and outgoing transfer requests within the regulatory timelines.
- Review account transfer documentation for accuracy and completeness to ensure

documents are in good order to expedite transfer.
- Cooperate with other dealers to ensure transfers are expedited quickly and accurately.
- Monitor and troubleshoot transfers issues as they arise to ensure timely completion of

transfer within regulatory and industry acceptable timelines.
- Cross train on other functions within the department.
- General administrative duties as required.

Skills & Qualifications
- 1-3 years of experience in a Transfers or Client Services department within an investment

firm preferred.
- Experience with Broadridge’s Dataphile and ATON system is an asset.
- Ability to prioritize and handle a variety of tasks concurrently to meet deadlines.
- Strong organizational skills with exceptional attention to detail.
- Excellent verbal and written communication skills.

**Job Types**: Full-time, Permanent

Pay: $50,000.00-$60,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Transfers or Client Services Department: 1 year (preferred)

Work Location: In person



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