Account Transfer Administrator
2 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. This role requires strong organizational and multitasking capabilities, as well as excellent communication and collaborative skills.
Key Responsibilities
- Processing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's policies
- Reviewing and distributing incoming transfers documents and other material to coordinate the flow of information internally and with other departments and organizations
- Preparing, editing and proofreading correspondences and transferring related documents
- Attending to phone, fax and email inquiries related to account transfers
- Developing and maintaining strong relationships with internal and external parties
- Tracking transfer status and following up on initiated transfers
- Working collaboratively in a team and keeping team leaders informed
- Compiling and organizing reports to support operational transfer activities
- Maintaining automated filing system to add transfer data to internal databases
- Assisting in creating and maintaining transfers department procedures
- Ensuring 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
About Questrade Financial Group
Questrade Financial Group of Companies is 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.
-
Account Transfer Administrator
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleThe 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 ResponsibilitiesProcess ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's...
-
Account Transfer Administrator
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleThe 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 ResponsibilitiesProcess ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's...
-
Account Transfer Administrator
3 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleThe Account Transfer Administrator is responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.Key ResponsibilitiesProcessing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's...
-
Account Transfer Administrator
3 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleThe Account Transfer Administrator is responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.Key ResponsibilitiesProcessing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's...
-
Account Transfer Administrator
2 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleThe Administrator, Account Transfers is a key position within our team, responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by our clients.Key ResponsibilitiesProcess ATON or Manual account transfers in and out requests, according to service level agreements, regulatory...
-
Account Transfer Administrator
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrator, Account Transfers to join our team at Questrade Financial Group. As a key member of our operations team, you will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by our clients.Key ResponsibilitiesProcess...
-
Account Transfer Administrator
1 month ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrator, Account Transfers to join our team at Questrade Financial Group. As a key member of our operations team, you will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by our clients.Key ResponsibilitiesProcess...
-
Accounts Transfers Coordinator
2 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada is seeking a skilled Accounts Transfers Administrator to join our Operations department. As a key member of the Account Transfers team, you will be responsible for the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues.Key Responsibilities:Review and process...
-
Account Transfers Specialist
3 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada is seeking a skilled Account Transfers Administrator to join our Operations department. As a key member of our team, you will be responsible for facilitating the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues that may arise.Key Responsibilities:Process...
-
Accounts Transfers Specialist
2 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada is seeking a skilled Accounts Transfers Administrator to join our Operations department. As a key member of the Account Transfers team, you will be responsible for facilitating the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues that may arise.Key...
-
Account Transfer Associate
5 days ago
Toronto, Ontario, Canada IA Financial Group Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to join our team as an Account Transfer Administrator. The successful candidate will be responsible for processing incoming and outgoing transfer documents, maintaining SLAs, and providing exceptional customer service.Key Responsibilities:Receive and process transfer documents in a...
-
Account Transfers Specialist
4 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Account Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating effectively with clients and institutions.Reconcile daily...
-
Account Transfers Specialist
4 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Account Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating effectively with clients and institutions.Reconcile daily...
-
Account Transfers Coordinator
3 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Accounts Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating with clients and institutions as needed.Reconcile daily...
-
Account Transfers Specialist
4 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Account Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating effectively with clients and institutions.Reconcile daily...
-
Account Transfers Specialist
4 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Account Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating effectively with clients and institutions.Reconcile daily...
-
Account Transfers Specialist
3 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Account Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating effectively with clients and institutions.Reconcile daily...
-
Account Transfers Specialist
3 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is seeking a skilled Account Transfers Administrator to join our Operations department.Key Responsibilities:Process transfer-in and transfer-out requests, ensuring accurate and timely execution.Investigate and resolve transfer-related issues, communicating effectively with clients and institutions.Reconcile daily...
-
Account Transfer Coordinator
4 weeks ago
Toronto, Ontario, Canada IA Financial Group Full timeJob Summary:We are seeking a highly organized and detail-oriented Transfer Operations Specialist to join our team at IA Financial Group. As a key member of our Account Transfer Department, you will be responsible for ensuring seamless transfer operations, maintaining high levels of customer satisfaction, and contributing to the growth and success of our...
-
Account Transfer Coordinator
4 weeks ago
Toronto, Ontario, Canada IA Financial Group Full timeJob Summary:We are seeking a highly organized and detail-oriented Transfer Operations Specialist to join our team at IA Financial Group. As a key member of our Account Transfer Department, you will be responsible for ensuring seamless transfer operations, maintaining high levels of customer satisfaction, and contributing to the growth and success of our...
