Senior Transfers Operations Specialist (Toronto)

Senior Transfers Operations Specialist (Toronto)

19 Apr
|
Aviso Wealth
|
Toronto

19 Apr

Aviso Wealth

Toronto

Become a pivotal contributor as a Senior Transfers Administrator. Focus on processing financial industry transfers and collaborating with teams to elevate service excellence in a dynamic environment.

In this senior role within the Operations team, you will oversee daily transfer processing and manage escalated issues. Your experience in a financial back-office, along with a robust commitment to client service, is essential for fostering collaborative relationships. Leverage your skills to enhance internal processes and ensure regulatory compliance while assisting team members.

Key Responsibilities: • Process and approve transfers following policies • Execute month-end reconciliations promptly • Communicate updates on issues with teams • Mentor and coach staff within the department • Lead departmental projects and monitor compliance

Requirements: • Minimum 3 years' experience in transfers • Post-secondary education in a related field • Knowledge of Dataphile, ATON, or Fundserv • Strong organizational and customer service skills • Fluent in English; bilingualism preferred

Utilize your expertise to make a significant impact on client transactions and cross-departmental dynamics. #J-18808-Ljbffr

📌 Senior Transfers Operations Specialist (Toronto)
🏢 Aviso Wealth
📍 Toronto

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