Position Overview
The incumbent will be primarily responsible for account transfers.

This is an existing vacancy.

Duties & Responsibilties:

Receive and process incoming and outgoing transfer documents:

Maintain SLAs of the Account Transfer Department, to include adherence with regulatory body rules (i.e. CIRO rules)

Clear written and oral communication with branches, Fidelity Clearing, Operational groups and other financial institutions

QC, initiate, follow-up and complete transfers, Non Aton transfer ins

Clear, detailed communication on any rejected transfers back to advisors

Reviewing daily and weekly transfer in and out reports provided by Management

Ensuring any outstanding transfers are shared with management to make sure they are resolved in a satisfactory timeframe

Communication with various Operational groups (Recurring Events, Fees Billing, etc.) to ensure transfer outs are actioned properly and efficiently

Open and distribute Department mail

Answering the department toll free phone line

Administer Department email box

Qualifications:

Basic knowledge of Dataphile, ATON, CDS (Optional)





1-2 years Account Transfer experience

Clear written and oral communication

Courteous and dynamic customer approach

Works well within a team environment

Be rigorous and organized

Able to multi-task and change focus during the day, depending on volumes

Provide ideas and suggestions on how to improve the service offering to the team

Fundcom knowledge an asset

Bilingualism (French and English) is an asset

Overtime may be required. Flexibility to assist with overtime as needed

The expected annualized base salary range for this role is $48,000-$60,500.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual's skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental perks, a group RRSP matching plan and paid time off.

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📌 Accounts Transfers Administrator (Ontario)
🏢 Richardson Wealth
📍 Ontario