Account Transfer Administrator (French/English)

Job Description

TASK DESCRIPTION:

• Receive and process incoming and outgoing transfer documents:

• Maintain SLAs of the Account Transfer Department, to include adherence with regulatory body rules (i.e. IIROC rules) 

• Clear written and oral communication with branches, National Bank Financial, Operational groups and other financial institutions

• QC, initiate, follow-up and complete transfers, Aton and 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

• Notification of transfer out requests to advisors on a daily basis

• Communication with various Operational groups (Recurring Events, MIS, etc.) to ensure transfer outs are actioned properly and efficiently

• QC, deposit of chqs and control account reconciliation, booking in mutual funds

• QC of transfer documents and forward to National Bank for transfer outs/ RESPs/ RDSPs

• Open and distribute Department mail

• Answering the department toll free phone line

• Administer Department email box

Recommendations:

• Basic knowledge of ISM, 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

• Ability to correspond and communicate in French and English

• 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

• Overtime may be required. Flexibility to assist with overtime as needed.

Location(s)Toronto, Ontario

Other Possible Location(s)Montreal, Quebec, Toronto, Ontario
CompanyiA Private Wealth Inc.

Posting End Date2024-11-29

Company Overview

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. Because, 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.

Our Commitment to Diversity and Inclusion

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.