Account Transfer Administrator
- Toronto, ON, Canada
Temporary
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Job details
- Job type
- Temporary
- Apply by
- Experience
- Has 1 to 2 years of account transfer experience;
- Posting language
- English
- Posted
Original job description
Description
Build the Future with Us
Are you driven by operations and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Account Transfers Administrator, you will play a key role in processing account transfers.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
What You'll Accomplish With Us
As an Account Transfers Administrator, you'll be at the core of our mission. Here are the main responsibilities:
We're looking for someone who:
Still Unsure About Applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!
The typical hiring range for this position is between $47,544 and $68,329 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.
Build the Future with Us
Are you driven by operations and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Account Transfers Administrator, you will play a key role in processing account transfers.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
What You'll Accomplish With Us
As an Account Transfers Administrator, you'll be at the core of our mission. Here are the main responsibilities:
- Receive and process incoming and outgoing transfer documentation;
- Perform quality control, initiate, follow up on and complete ATON and non-ATON transfers;
- Maintain departmental service level agreements and adhere to applicable regulatory requirements;
- Communicate clearly, both verbally and in writing, with clients, partners and operational teams;
- Follow up on outstanding transfers, process rejected transfers and ensure timely resolution of pending files;
- Review daily and weekly incoming and outgoing transfer reports;
- Perform quality control of transfer documentation, cheque deposits, control account reconciliations and mutual fund bookings;
- Open and distribute department mail, answer the department phone line and administer the department mailbox.
We're looking for someone who:
- Is known for strong written and verbal communication skills;
- Stands out for a courteous and dynamic client service approach;
- Demonstrates strong organization and attention to detail;
- Is recognized for the ability to manage multiple priorities in a fast-paced environment;
- Has 1 to 2 years of account transfer experience;
- Has basic knowledge of ISM, ATON and CDS, considered an asset;
- Has Fundcom knowledge, considered an asset;
- Advanced level of English proficiency is required, as the incumbent will be required to communicate daily, both verbally and in writing, with English-speaking unilingual clients and partners.
- A work environment where learning and development merge with a collective pursuit of excellence;
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
- The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program, wellness days, and personal development days
- Telemedicine services
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- And much more!
Still Unsure About Applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!
The typical hiring range for this position is between $47,544 and $68,329 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.
More about this job
Responsibilities
Process and monitor incoming and outgoing account transfers, including ATON and non-ATON transfers, while meeting service-level and regulatory requirements. Review transfer reports and documentation, resolve pending or rejected files, perform related quality-control and reconciliation tasks, and support departmental mail and phone operations.
Requirements
Candidates should have 1 to 2 years of account transfer experience, strong written and verbal communication, a courteous client-service approach, and excellent organization and attention to detail. Basic knowledge of ISM, ATON, and CDS and knowledge of Fundcom are assets; advanced English proficiency is required for daily communication with English-speaking clients and partners.
Skills
- Account Transfers
- Transfer Documentation Processing
- ATON Transfers
- Non-ATON Transfers
- Quality Control
- Regulatory Compliance
- Client Communication
- Client Service
- Organization
- Attention To Detail
- Multitasking
- Transfer Follow-Up
- Cheque Deposits
- Account Reconciliation
- Mutual Fund Bookings
- Fundcom
Benefits
- Group Insurance
- Retirement Savings Plan
- Employee Share Purchase Plan
- Vacation Program
- Wellness Days
- Personal Development Days
- Telemedicine Services
- Employee and Family Assistance Program
- Ergonomic Furniture Program
- Performance Bonus
- Product Discounts
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
Keywords
- Account Transfers
- ATON
- Non-ATON Transfers
- ISM
- CDS
- Fundcom
- Transfer Documentation
- Quality Control
- Service-Level Agreements
- Regulatory Requirements
- Client Service
- Transfer Follow-Up
- Rejected Transfers
- Transfer Reports
- Cheque Deposits
- Mutual Fund Bookings
- Department Mailbox
- Financial Services
- English Proficiency