Become a key player at Ventum Financial in the Operations team as a Transfer Associate based in Vancouver. This role centers around processing account transfers and operational excellence through collaboration.
Ventum Financial, recognized for its client-first approach, is looking for a detail-oriented Transfer Associate. This position is ideal for someone eager to learn, organized, and looking to thrive in a teamwork-driven setting. Your role will enhance operational efficiency while maintaining adherence to regulatory requirements.
Key Responsibilities:
• Handle processing of client account transfers promptly
• Confirm accuracy of client transfer requests and forms
• Provide updates from client service to stakeholders




• Organize and digitize transfer documents for compliance
• Assist with escalations and additional projects
Requirements:
• 2 years experience in a similar financial services role
• Familiar with Fundserv, ATON, and OTC transactions
• Robust organizational skills with acute attention to detail
• Excellent communication and analytical capabilities
• Ability to navigate quick-paced environments and prioritize
Join Ventum Financial and sharpen your operational expertise in this crucial Transfer Associate role.
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📌 Operations Transfer Associate Role Vancouver
🏢 Ventum Financial
📍 Vancouver