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About the Role
The Team Lead reports directly to the Manager of Account Transfers and assists in ensuring the department's service level agreements are met. This role processes complex account transfer requests and serves as the first point of contact for escalations from team members, branches, and other operational departments.
Responsibilities
- Process signature guarantees transfer forms.
- Serve as the first tier of escalation for the Account Transfer Team.
- Train new employees.
- Communicate effectively in a team-oriented environment, acting as a liaison between departments, Fidelity Clearing, and external financial institutions.
- Escalate significant issues to the Manager of Account Transfers.
- Support Transfer Ins, Transfer Outs, and Transitions/Migrations (Aton and Non-Aton).
- Assist team members with processing accuracy.
- Oversee and process corrections for account errors.
- Review and maintain Standard Operating Procedures and identify departmental efficiencies.
Requirements
- Must have 5+ years of back-office experience in financial services.
- Ability to prioritize issues.
- Excellent communication skills, verbal and written.
- Flexible work hours.
- Demonstrate leadership skills.
- Positive attitude adaptable to diverse team member characteristics.
- Knowledge of CIRO policies and procedures.
Skills
- Leadership
- Communication
- Problem-solving
- Training
- Process improvement
Location
- Canada
Work Type
- Hybrid
Experience Level
- 5+ years
Salary/Compensations
- $62,400-$78,000
Benefits
- Performance-based incentive plan
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
About the Company
- Richardson Wealth is a leading Canadian wealth management organization offering the personal touch of a boutique firm with significant results.
- The firm is home to top Canadian investment advisors and is undergoing a multi-year transformation to enhance its entrepreneurial, high-performing, and advisor-centric culture.
Equal Opportunity
- Richardson Wealth is an equal opportunity employer committed to providing a diverse, equitable, and inclusive environment.
- The firm is committed to meeting individual needs in accordance with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.
- Candidates may request accommodation at any point during the interview process.