Administrator, Client Operations

About Questrade Financial Group 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. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of. At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward‑thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting‑edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences. This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG. 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 Administrator – Client Operations The Administrator, Client Operations will be expected to ensure the timely and accurate processing of a wide variety of client requests to service and maintain their investment accounts. The Administrator is a critical member of our Back‑Office Operations team. This role is responsible for executing a broad range of client requests related to account administration, maintenance, and servicing. This role ensures the timely, accurate, and compliant processing of documents and transactions, directly impacting the integrity of client records and the firm’s overall service delivery. Job Responsibilities Process a high volume of diverse client‑initiated requests, including withdrawals, internal fund and position transfers, FX conversions, estate processing, and other account maintenance activities. Ensure the accurate and compliant execution of high‑risk operational functions such as payments, following strict internal controls. Review incoming client paperwork and forms for completeness, accuracy, and adherence to regulatory requirements (e.g., signatures, required documentation). Investigate client queries and respond accordingly while maintaining exceptional levels of client service. Investigate and correct errors related to account setups, maintenance changes, or money movement processing. Monitor and review incoming documentation related to client operations tasks. Ensure accurate and efficient administration of client cash and account management. Complete daily processing within departmental standards, and according to service level agreements, regulatory requirements and Questrade policies. Collaborate with other Questrade departments as required, namely Front Office teams, to resolve complex client service issues and discrepancies. Assist in creating and maintaining team policies and procedures. Input and verify data in core brokerage systems and industry platforms. Maintain organized electronic documentation and audit trails for all processed requests. Adhere strictly to anti‑money laundering (AML), Know Your Customer (KYC), and other regulatory procedures during account maintenance and servicing activities. Remain current on all internal policies and industry regulations pertaining to account administration and client data privacy. Other duties as assigned. So you’re a good fit if you have… 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). Experience working in a bank or fintech within an operations or client servicing role is an asset. 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, 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 Questrade Financial Group of Companies, with multiple office locations around the world, is committed to fostering a diverse, inclusive, and accessible work environment. This is an environment where individuals are treated with dignity and respect. Your unique skills and experience will be valued, supported, and empowered. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their careers with us. 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. Sounds like you? Click below to apply 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