Account Transfers Administrator

What's in it for you as an employee of QFG?

Health & wellbeing resources and programs 

Paid vacation, personal, and sick days for work-life balance

Competitive compensation and benefits packages

Work-life balance 

Career growth and development opportunities

Opportunities to contribute to community causes

Work with diverse team members in an inclusive and collaborative environment

We're looking for our next Account Transfers Administrator. Could It Be You?
The Administrator, Account Transfers will be expected to ensure the timely and accurate processing of all Broker to Broker investment account transfers, as requested by Questrade clients.
The Administrator is a critical member of our Back-Office Operations team. This role is responsible for the accurate and timely execution of broker-to-broker investment account transfer requests, ensuring compliance with industry regulations and internal policies. The Administrator will handle the end-to-end processing lifecycle of investment account transfers between Questrade and other Financial institutions, from initial submission to final asset reconciliation, directly contributing to a seamless experience for our clients.
They will collaborate and communicate internally and externally to deliver fast, efficient and accurate details on account transfers, while ensuring regulatory compliance standards are maintained.
Need more details? Keep reading…

Review, validate, and process incoming and outgoing client account transfer requests with a high degree of accuracy and attention to detail, and in line with regulatory requirements and Questrades policies.

Review and distribute incoming transfers documents and other materials to coordinate the flow of information internally and with other departments and organizations.

Input and verify data in core brokerage systems and industry platforms.

Identify and resolve common transfer discrepancies, such as insufficient documentation, registration mismatches, or invalid account types.

Proactively follow up with internal departments, external brokerage firms, custodians, and transfer agents to monitor transfer status and expedite outstanding items.

Maintain organized electronic documentation and audit trails for all processed requests.

Prepare, edit and proof-read correspondences and transfer related documents.

Attend phone, fax and email inquiries related to account transfers.

Develop and maintain strong relationships with internal and external parties.

Track transfer statuses and follow-up on initiated transfers.

Work collaboratively in a team and keep team leaders and supervisors informed.

Compile and organize reports to support operational transfer activities.

Maintain an automated filing system to add transfer data to internal databases.

Assist in creating and maintaining transfers department procedures.

Ensure departmental policies and procedures are complied with.

Other ad hoc duties as assigned.

So are YOU our next Account Transfers Administrator? You are if you…

College or University graduate or equivalent is preferred (preferably in administration and/or finance area)

1+ years of relevant work experience in an administrative, accounting, or operations role is an asset, preferably within a regulated industry (e.g., financial services, insurance, healthcare).

Basic understanding of financial services compliance standards (e.g., KYC, AML).

A strong understanding of the investment industry is an asset.

Excellent analytical and problem-solving skills, with an extraordinary attention to detail.

Strong critical thinking and ability to decompose complex concepts into simple and compelling messages.

Curious and engaged, who takes ownership of their own learning journey by asking questions and seeking out new information.

Strong communication skills and the ability to collaborate effectively.

Knowledge of G-Suite is preferred, especially Google Sheets.

Positive attitude and strong client orientation.

Excellent time management and organizational skills.

Able to multitask, and prioritize and re-prioritize workload as needed.

Ability to work independently in a fast paced environment.

Completion of Financial and/or investment certifications is highly valuable.

Experience using complex financial software such as Broadridge BPS is an asset.

Additional Information…
Our Commitment to Diversity & Inclusion
At Questrade Financial Group, with offices worldwide, we're committed to a diverse, inclusive, and accessible work environment where everyone is treated with dignity and respect. Your unique skills and experience will be valued, supported, and empowered. Our team reflects the communities we serve, and this diversity drives our innovation in fintech, benefiting both our customers and our employees.
 
Sounds like you? Click below to apply #LI-Hybrid  #LI-SM2

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