Take your career to the next level as an Operations Administrator focused on Account Transfers. This role offers a hybrid work model while ensuring clients’ financial peace of mind.

As the Account Transfers Administrator, you will be instrumental in processing transfers, maintaining compliance, and providing quality assurance of all related documentation. The role requires a proactive communication style with clients and operatives to expedite transfers successfully. Ideal candidates will thrive in a fast-paced environment while showcasing excellent organizational skills and a detail-oriented mindset.

Key Responsibilities:
• Manage incoming and outgoing transfer documentation
• Perform quality control checks on transfer processes
• Communicate effectively via phone and email with clients




• Monitor transfer reports and respond to outstanding issues
• Maintain adherence to service level agreements

Requirements:
• 1-2 years of experience in account transfers
• Robust verbal and written communication skills
• Detail-oriented with strong organizational capabilities
• Knowledge of ISM, ATON, or Fundcom is an advantage
• Proficiency in English essential for client interactions

Bring your operational talents to a company that values learning, collaboration, and personal growth while helping clients secure their financial futures.
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📌 Operations Administrator - Account Transfers (Ontario)
🏢 iA Financial Group (Industrial Alliance)
📍 Ontario