Account Transfer Administrator

4 days ago

Vancouver, Canada Ventum Financial Corp. Full time

**Job Overview**
Ventum Financial Corp. is an independent, full-service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our self-clearing Operations team. Reporting to the Senior VP of Operations, the Account Transfer Administrator will be primarily responsible for assisting the Transfers team in their day-to-day management of incoming and outgoing account transfers, and administrative duties as required.

The role requires a dynamic, detail-oriented individual who is willing to learn and grow within the organization.

**Responsibilities**:

- Process incoming and outgoing transfer requests within the regulatory timelines.
- Review account transfer documentation for accuracy and completeness to ensure

documents are in good order to expedite transfer.
- Cooperate with other dealers to ensure transfers are expedited quickly and accurately.
- Monitor and troubleshoot transfers issues as they arise to ensure timely completion of

transfer within regulatory and industry acceptable timelines.
- Cross train on other functions within the department.
- General administrative duties as required.

Skills & Qualifications
- 1-3 years of experience in a Transfers or Client Services department within an investment

firm preferred.
- Experience with Broadridge’s Dataphile and ATON system is an asset.
- Ability to prioritize and handle a variety of tasks concurrently to meet deadlines.
- Strong organizational skills with exceptional attention to detail.
- Excellent verbal and written communication skills.

**Job Types**: Full-time, Permanent

Pay: $50,000.00-$60,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Transfers or Client Services Department: 1 year (preferred)

Work Location: In person

  • Account Transfer Administrator

    2 weeks ago

    Vancouver, Canada PI Financial Corp Full time

    **Account Transfer Administrator - Vancouver****: PI Financial Corp. is an independent, full service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our self-clearing Operations team. Reporting to the Manager of Operations, the Account Transfer** **Administrator will be...

  • Account Transfers Administrator

    2 weeks ago

    Vancouver, Canada Haywood Securities Inc. Full time

    **Responsibilities include**: - Process transfer requests in and out for all types of accounts in a timely manner and according to regulatory and audit requirements; - Review new Transfer-in instructions on ATON and verify all information is accurate and correct; - Process manual transfers; - Follow through on all Transfer-In requests until complete; -...

  • Hybrid-account Transfers Administrator

    2 weeks ago

    Vancouver, Canada TEEMA Full time

    **THE OPPORTUNITY** We have an opportunity for an** Account Transfers Administrator** to join our award-winning firm in the Vancouver office. **WHAT YOU’LL DO** Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing...

  • New Account

    6 days ago

    Vancouver, Canada AGF Management Limited Full time

    About Cypress: Cypress Capital Management is an investment management firm wholly owned by the AGF Management Ltd. The firm is comprised of nine experienced investment professionals, each having a CFA designation. The firm was formed in 1998. The sole focus of our business is investment management for Private Clients, Charitable Foundations, Endowments and...

  • Transfers Administrator, Temporary

    2 weeks ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team on a 6 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia St, Vancouver, BC. **Who you are**: - **Service** - You consider both internal and external...

  • Transfers Administrator, Temporary

    2 weeks ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Transfers Administrator to join our Transfers team until Dec 31, 2025. **Who you are**: - **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver...

  • Account Transfer Associate

    4 days ago

    Vancouver, Canada Raymond James Financial Full time

    **Account Transfer Associate** - 2302532 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Account Transfer Associate

    6 days ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    2500364 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. **_Account...

  • Accounting Administrator

    1 week ago

    Vancouver, British Columbia, Canada Best Buy Canada Full time

    Are you ready to join a large and growing team of dynamic, performance driven accounting professionals?As anaccounting administratoron our accounts payables team, you will be responsible for functions related to payment issuance via electronic funds transfer (EFT), wire transfer and paper cheques. Review daily reports, assess risks on payments and respond to...

  • Senior Transfers Administrator, Temporary

    2 weeks ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time $55,000 - $65,000

    Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...