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Finance Operations Specialist
2 months ago
At Questrade Financial Group, we're committed to fostering a diverse, inclusive and accessible work environment. We value the unique skills and experience you bring, and we're dedicated to helping you harness your unlimited potential.
Job SummaryWe're seeking a highly organized and detail-oriented Finance Operations Specialist to join our team As a Finance Operations Specialist, you will be responsible for managing Broker to Broker account transfers workflows, ensuring timely and accurate processing of all transfers, as requested by clients.
Responsibilities- Process ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and company 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.
- Evaluate and ensure departmental policies and procedures are complied with.
- You are a College or University graduate or equivalent, preferably in administration and/or finance.
- You have 1+ years of relevant work experience, ideally in the financial services industry.
- You have knowledge using G-Suite, especially Google Sheets.
- You have excellent communication and collaborative skills.
- You have a positive attitude and strong client orientation.
- You have strong organizational and multitasking capabilities.
- You are able to work independently in a fast-paced environment.
- You have a high level of attention to detail, curiosity to learn and understand the why and how.
- 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.
This is a salary position located at 5700 Yonge St, North York, ON M2M 4K2, Canada. The estimated salary for this position is around $60,000 per year, based on the job requirements and location.