Accounts Transfers Administrator

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.

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