Account Transfer Administrator
4 weeks ago
About the Role
The Administrator, Account Transfers will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.
Key Responsibilities
- Process ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's policies
- Review and distribute incoming transfers documents and other material to coordinate the flow of information internally and with other departments and organizations
- Prepare, edit and proofread correspondences and transferring related documents
- Attend to phone, fax and email inquiries related to account transfers
- Develop and maintain strong relationships with internal and external parties
- Track transfer status and follow up on initiated transfers
- Work collaboratively in a team and keep team leaders informed
- Compile and organize reports to support operational transfer activities
- Maintain automated filing system to add transfer data to internal databases
- Assist in creating and maintaining transfers department procedures
- Ensure departmental policies and procedures are complied with
Requirements
- College or University graduate or equivalent, preferably in administration and/or finance
- 1+ years of relevant work experience, ideally in the financial services industry
- Knowledge using G-Suite, especially Google Sheets
- Excellent communication and collaborative skills
- Positive attitude and strong client orientation
- Strong organizational and multitasking capabilities
- Able to work independently in a fast-paced environment
- High level of attention to detail, curiosity to learn and understand the why and how
Additional Considerations
- Experience working in operations or account transfers department
- Experience with ATON and non-ATON account transfers
- Experience using Broadridge BPS
- Completed CSC, CPH, or other related courses
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