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 projectsRequirements:- 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 quick-paced environments and prioritizeJoin Ventum Financial and sharpen your operational expertise in this crucial Transfer Associate role.#J-18808-Ljbffr

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