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Open nowPosted 19 hours ago

Accounts Transfers Administrator

richardsonwealth34 open roles

Where
100 Queen St E, Toronto, ON M5C 0B5, Canada
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Your applicationOpen nowAccounts Transfers Administratorrichardsonwealth · 100 Queen St E, Toronto, ON M5C 0B5, Canada

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  2. 3.4%3 days
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  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 19 hours ago

The posting

Position Overview The incumbent will be primarily responsible for account transfers. This is an existing vacancy. Duties & Responsibilties:

Receive and process incoming and outgoing transfer documents:          

Maintain SLAs of the Account Transfer Department, to include adherence with regulatory body rules (i.e. CIRO rules)  Clear written and oral communication with branches, Fidelity Clearing,  Operational groups and other financial institutions QC, initiate, follow-up and complete transfers, Non Aton transfer ins Clear, detailed communication on any rejected transfers back to advisors Reviewing daily and weekly transfer in and out reports provided by Management Ensuring any outstanding transfers are shared with management to make sure they are resolved in a satisfactory timeframe Communication with various Operational groups (Recurring Events, Fees Billing, etc.) to ensure transfer outs are actioned properly and efficiently

Open and distribute Department mail Answering the department toll free phone line Administer Department email box

Qualifications:

Basic knowledge of Dataphile, ATON, CDS (Optional) 1-2 years Account Transfer experience Clear written and oral communication Courteous and dynamic customer approach Works well within a team environment Be rigorous and organized Able to multi-task and change focus during the day, depending on volumes Provide ideas and suggestions on how to improve the service offering to the team Fundcom knowledge an asset Bilingualism (French and English) is an asset Overtime may be required.  Flexibility to assist with overtime as needed

The expected annualized base salary range for this role is $48,000-$60,500.The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off. #LI-Hybrid

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