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About the Role
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 that aims to help its clients feel confident and secure about their future.
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
Requirements
- Strong written and verbal communication skills
- Courteous and dynamic client service approach
- Strong organization and attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- 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
Skills
- 1 to 2 years of account transfer experience
- Basic knowledge of ISM, ATON and CDS (considered an asset)
- Fundcom knowledge (considered an asset)
Location
- Toronto
- Montreal
Work Type
- Hybrid
Experience Level
- 1-2 years
Salary/Compensations
- $47,544 - $68,329 CAD per year
Benefits
- 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
About the Company
- iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
- Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
- With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.
- The secret to our success? Investing in you, one person at a time.
- For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
- At iA, we’re invested in you.
Equal Opportunity
- At iA Financial Group, we support and celebrate diversity.
- We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
- Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.