Account Transfers Administrator

Questrade Financial Group (QFG), through its companies – Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting‑edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. 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. Review, validate, and process incoming and outgoing client account transfer requests with a high degree of accuracy and attention to detail, in line with regulatory requirements and Questrades policies. Review and distribute incoming transfer 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 transfer department procedures. Ensure departmental policies and procedures are complied with. Other ad hoc duties as assigned. So are YOU our next Account Transfers Administrator? College or university graduate or equivalent is preferred (preferably in administration and/or finance area). 1+ year 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. Our Commitment to Diversity & Inclusion At Questrade Financial Group, with offices worldwide, we are 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. Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs. #J-18808-Ljbffr