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Administrator, Account Services Operations
4 months ago
Administrator, Account Services Operations
5700 Yonge St, North York, ON M2M 4K2, Canada Req #2745 Friday, May 31, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of. This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.What’s in it for you as an employee of QFG?
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 environmentWe’re looking for our next Account Services Operations Administrator. Could It Be You?
To facilitate and support the new account opening process and manage client information within the account opening process.
What’s it like working as a Account Services Operations Administrator at Questrade?
The Account Services Operations Administrator will primarily be responsible for ensuring client accounts are correctly funneling through the different stages of the account opening life cycle, ensuring proper management of various incoming documentation and deposit information, while updating and maintaining accurate source systems data.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
Review account documents for completion and accuracy while following regulatory and Questrade policies and procedures. Process client requests from a range of task queues. Pre-authorized deposit (PAD) validations Dividend reinvestment plan (DRIP) setups and updates Distribution of incoming faxes to the appropriate departments Validate and approve beneficiary designation requests Authorized trader maintenance. Communicate with other departments to ensure timely and efficient operations. Provide support for a variety of Questrade teams to support our clients requests. Other ad hoc duties as assignedSo are YOU our next Job Title? You are if you…
College or University graduate or equivalent is preferred (preferably in administration and/or finance area) 1+ years of relevant work experience preferred, ideally in the financial services industry Experience working in operations or account services department is an asset Knowledge of G-Suite preferred, especially Google Sheets Excellent communication skills Positive attitude and strong client orientation Strong organizational and multitasking capabilities High level of attention to detail Ability to work independently in a fast paced environment Completion of the CSC, CPH and related courses is an asset Experience using Broadridge BPS is an asset and preferred Curiosity to learn and understand why and how Ability to collaborate effectively as a team playerAdditional kudos if you…
Experience in the financial services industrySounds like you? Click below to apply
At Questrade Financial Group of Companies, with multiple office locations around the world, we are 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. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
Other details
Pay Type Salary 5700 Yonge St, North York, ON M2M 4K2, Canada Share this job: