Account Transfer Administrator

Build the future with us

Are you driven by delivering exceptional service and operational excellence, and eager to contribute to the purpose of a company that helps its clients feel confident and secure about their future? As an Account Transfer Administrator, you will play a key role in managing and coordinating account transfer activities, ensuring accuracy, regulatory compliance, and a seamless experience for advisors, clients, and business partners.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you'll accomplish with us

As an Account Transfer Administrator, you'll be at the core of our mission. Here are the main responsibilities:

• Process and coordinate incoming and outgoing account transfers while respecting service level agreements, regulatory requirements, and industry standards.

• Review, validate, initiate, and complete ATON and non-ATON transfer requests, ensuring all documentation is accurate and processed within established timelines.

• Communicate effectively with advisors, branches, operational teams, National Bank Financial, and external financial institutions regarding transfer requests, rejections, and outstanding items.

• Monitor daily and weekly transfer reports, identify issues, follow up on outstanding transactions, and collaborate with internal stakeholders to ensure timely resolution.

• Perform quality control on transfer documentation, deposits, account reconciliations, mutual fund bookings, and transfer-related transactions, while supporting departmental phone, email, and mail administration.

What could accelerate your success in this role

We're looking for someone who:

• Is known for their strong attention to detail and commitment to accuracy.

• Stands out for their organizational skills and ability to effectively manage multiple priorities in a fast-paced environment.

• Demonstrates strong written and verbal communication skills and a client-focused approach.

• Is recognized for their adaptability, teamwork, and ability to provide ideas that contribute to continuous process improvement.

• Has 1–2 years of experience in account transfers, financial operations, wealth management administration, or a related field.

• Has knowledge of ATON, CDS, ISM, or FundCom systems (considered an asset).

• Is flexible and available to work overtime when required to support operational needs and service standards.

Why you'll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

For positions posted in Ontario and British Columbia:

The typical hiring range for this position is between 51110$ and 52 000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.