Elevate your career at Ventum Financial as a Transfer Associate in Vancouver! Focus on exact account transfer management while embracing a culture of teamwork and continuous learning.
This role involves processing and verifying account transfers, maintaining strict compliance with operational deadlines. Ideal candidates will demonstrate a commitment to detail and flexibility, thriving in various operational tasks as needed to support team goals.
Key Responsibilities:
• Handle 'Transfer In' and 'Transfer Out' requests accurately
• Verify and finalize client transfer documentation
• Adhere to regulatory timelines during operations
• Digitize records for compliance and audits
• Respond to inquiries from client service teams
Requirements:
• At least 2 years of experience in financial operations
• Familiarity with Fundserv and ATON is advantageous
• Solid organizational and analytical skills
• Excellent communication and writing abilities
• Capable of discreetly managing confidential information
Discover an chance to grow and support operational excellence at Ventum Financial.
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📌 Vancouver Transfer Associate Role
🏢 Ventum Financial
📍 Vancouver