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 Administrator, Client Operations. 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 an Administrator, Client Operations 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**:

- Process client request work queues: Withdrawal funds, Transfer fund, Transfer positions and Exchange funds according to service level agreements, regulatory requirements and Questrade policies.
- Investigate client queries and respond accordingly while maintaining exceptional levels of client service
- Monitor and review incoming documentation related to client operations tasks
- Assures accurate and efficient administration of client cash and account management
- Complete daily processing within departmental standards
- Collaborate with other Questrade departments as required
- Liaise with 3rd party vendors and institutional clients as required
- Other duties as assigned

So are YOU our next Administrator, Client Operations? You are if you
- Are College or University graduate or equivalent is preferred (preferably in administration and/or finance area)
- Have 1+ years of relevant work experience preferred, ideally in the financial services industry
- Have knowledge of G-Suite is preferred, especially Google Sheets
- Have excellent communication skills
- Have positive attitude and strong client orientation
- Have strong organizational and multitasking capabilities
- Have high level of attention to detail
- Have ability to work independently in a fast paced environment
- Have experience using Broadridge BPS is an asset and preferred
- Have curiosity to learn and understand why and how
- Have ability to collaborate effectively as a team player

Additional kudos if you
- Have successfully completed the CSC, CPH and related courses
- Have experience using Broadridge BPS
- Have experience working in operations
- Have analytical and/or reconciliation skills and experience

Sounds like you? Click below to applyHT1LI-Hybrid
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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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