Account Transfer Administrator

2 days ago

Toronto, Canada Richardson Wealth Full time

Position OverviewPrimary responsibility is to successfully deliver mandated service levels in the areas of processing, customer service, proactive support and administration. This position will provide excellent customer service and professionalism during dealings with Wealth Management Division branch network and external contacts_._
- Duties & ResponsibilitiesPerform quality control on all incoming transfer requests. Verify transfer documents are in good order. Communicate discrepancies to the internal contacts in a timely manner
Timely and accurate set up of client transfers with seamless processing of transfers using systems such as CDS, FundSERV, Arrow, Dataphile and
_OTRS_
Investigate all rejected transfers of accounts and communicate the issues to the advisor teams for resolution
Prioritize demanding tasks and be able to complete all the necessary items in a timely fashion
Liaise with branch personnel in responding to their queries and educating them on current operating policies and procedures. Follow-up on outstanding issues
Write content for internal communications to the branches which is grammatically correct, complete and professional
Exercise sound judgment to resolve difficult and delicate issues. Assess when to escalate internally in order to provide the expected or higher level of service to the client
Be a knowledgeable and a valued source of information on Account Transfers procedures and be able to communicate such information to Richardson Wealth Limited branches
Reconcile Account Transfers control accounts daily. The positions and cash balances must be zero by the end of business day
Cross train in other functions within the department
- Skills & Qualifications3 - 5 years Account Transfers experience preferred
Proficient in Microsoft Word, Excel, PowerPoint, Internet Explorer and Outlook
Familiarity with ATON, FUNDcom (FundSERV), CDS and Arrow
Sound financial industry knowledge related to back office brokerage operations and requirements including Compliance regulatory requirements. Knowledge of Securities Cage, Registered Products and Mutual Funds operations are good assets
Excellent telephone customer service and problem solving skills
Solutions oriented (able to think outside the box by suggesting solution rather than declining request for service that is not supported)
Experience with Dataphile is an asset but not required
- EducationPost secondary education required
Canadian Securities Course (CSC) preferred

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