Account Transfer Administrator

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.

What Could Accelerate Your Success in This Role

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.

Why You'll Love Working With Us

• 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.

CompetitiveBenefits

• Flexible group insurance plans

• Competitive retirement savings plan

• Employee sharepurchase plan

• Vacation program, wellness days, and personal development days

• Telemedicine services

• Employee and Family Assistance Program (EFAP)

• Ergonomicfurniture program

• Performance bonus

• Discounts on iAproducts

• And much more!

Apply Now and Get Ahead of Your Career, Where Your Talent Really Belongs!