Hybrid Senior Transfers Administrator

Posted last week

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About the role

  • Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals
  • Review and process month-end reconciliations within deadline
  • Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources
  • Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Dataphile, ATON)
  • Communicate with peers and Supervisor to ensure they are kept up to date on any issues/changes that arise from daily activity
  • Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changes
  • Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
  • Act as a project lead on department projects and represent the team on larger projects
  • Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues
  • Provide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealings
  • Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etc.
  • Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives

Requirements

  • Post secondary education in business or financial administration preferred
  • Minimum 3 year's experience processing transfers in a back-office department of a financial securities firm
  • Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset
  • Dataphile, ATON, CDS, Arrow and/or Fundserv knowledge and experience is an asset
  • Knowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equities
  • Strong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environment
  • Demonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlines
  • Superior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all parties
  • Extremely detail oriented and accurate with solid analytical, and problem-solving skills
  • Excellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
  • Able to work independently, and is a team player who shares knowledge and trains others
  • Highly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectives
  • Intermediate skills in Outlook, Excel, and Word
  • Fluent communication skills in English is required and French is an asset

Benefits

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Job title

Senior Transfers Administrator

Job type

Experience level

Senior

Salary

CA$55,000 - CA$65,000 per year

Degree requirement

Associate's Degree

Location requirements

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