Account Transfer Administrator

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

• Receive and process incoming and outgoing transfer documentation; 

• Perform quality control, initiate, follow up on and complete ATON and non-ATON transfers; 

• Maintain departmental service level agreements and adhere to applicable regulatory requirements; 

• Communicate clearly, both verbally and in writing, with clients, partners and operational teams; 

• Follow up on outstanding transfers, process rejected transfers and ensure timely resolution of pending files; 

• Review daily and weekly incoming and outgoing transfer reports; 

• Perform quality control of transfer documentation, cheque deposits, control account reconciliations and mutual fund bookings; 

• Open and distribute department mail, answer the department phone line and administer the department mailbox. 

What Could Accelerate Your Success in This Role 

We're looking for someone who: 

• Is known for strong written and verbal communication skills; 

• Stands out for a courteous and dynamic client service approach; 

• Demonstrates strong organization and attention to detail; 

• Is recognized for the ability to manage multiple priorities in a fast-paced environment; 

• Has 1 to 2 years of account transfer experience; 

• Has basic knowledge of ISM, ATON and CDS, considered an asset; 

• Has Fundcom knowledge, considered an asset; 

• Advanced level of English proficiency is required, as the incumbent will be required to communicate daily, both verbally and in writing, with English-speaking unilingual clients and partners. 

Why You'll Love Working With Us 

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

• AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth; 

• 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. 

Competitive Benefits 

• Flexible group insurance plans 

• Competitive retirement savings plan 

• Employee share purchase plan 

• Vacation program, wellness days, and personal development days 

• Telemedicine services 

• Employee and Family Assistance Program (EFAP) 

• Ergonomic furniture program 

• Performance bonus 

• Discounts on iA products 

• And much more! 

Apply Now and Get Ahead of Your Career, Where Your Talent Really Belongs!