Account Transfer Administrator

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.