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
- Strong organizational skills with acute attention to detail
- Excellent communication and analytical capabilities
- Ability to navigate rapid-paced environments and prioritize Join Ventum Financial and sharpen your operational expertise in this crucial Transfer Associate role.

📌 Operations Transfer Associate Role (Vancouver)
🏢 Ventum Financial
📍 Vancouver