Bilingual Account Transfer Administrator
- Employer: iA Private Wealth
- Office: 522, University Avenue
- City: Toronto
- Province: Ontario
- Job category: Transaction Services Operations - Generalist/Multidiscipline
- Job ID: JR10008056
- Job type: Permanent Job Full time
- Apply before: 2021-04-30
iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.
With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.
Do you have experience with Account Transfers? Do you enjoy a role where you are communicating with others but also managing administrative tasks?
Are you highly organized and can work under pressure?
This may be the perfect opportunity for you!
What YOU will be doing:
Receive and process incoming and outgoing transfer documents:
Ensure adherence with regulatory body rules
Clear written and oral communication with branches and financial institutions
Initiate, follow up and complete Aton and Non Aton transfers
Provide detailed communication on any rejected transfers back to the Advisors.
Reviewing daily and weekly transfer in and out reports and notifying management of any outstanding transfers that need to be resolved.
Deposit of chqs and control account reconciliation, booking in mutual funds
Complete quality control 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
Reviewing and answering department emails
What YOU will bring to the position:
1-2 years Account Transfer experience
Basic knowledge of ISM, ATON, CDS systems is an asset
Fundcom knowledge an asset
Bilingualism (French and English) is required
Clear written and oral communication
Able to multi-task and change focus during the day, depending on volume
Qualified candidates will be contacted. Thank you for your interest in iA Financial Group!
iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.
Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to firstname.lastname@example.org.