Join an award-winning firm in Vancouver as an Account Transfers Administrator. You'll collaborate in a dynamic team processing account transfers and enhancing client services. As a part of the Account Transfers team, this role involves a variety of responsibilities, from processing incoming and outgoing requests to verifying documentation.

You'll communicate effectively with Investment Advisors and ensure service standards are met. Growing your skills in this supportive workplace will help you make a positive impact in client services. Key Responsibilities:

- Process both incoming and outgoing account transfer requests
- Review and verify transfer documentation for accuracy
- Monitor and resolve delays and discrepancies




- Follow up with financial institutions to ensure smooth transfers
- Respond to inquiries with timely and accurate information

Requirements:

- 1+ years of experience in account transfers at an investment firm
- Strong client service skills with attention to detail
- Excellent organization and prioritization abilities
- Proficient in Microsoft 365 applications
- Knowledge of investment accounts like RRSPs and TFSAs

Elevate your career by bringing your account transfer expertise to a collaborative team in Vancouver.

📌 Account Transfers Administrator Vancouver
🏢 Odlum Brown
📍 Vancouver