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 setting will help you make a positive impact in client services.Key Responsibilities:Process both incoming and outgoing account transfer requestsReview and verify transfer documentation for accuracyMonitor and resolve delays and discrepanciesFollow up with financial institutions to ensure smooth transfersRespond to inquiries with timely and accurate informationRequirements:1+ years of experience in account transfers at an investment firmStrong client service skills with attention to detailExcellent organization and prioritization abilitiesProficient in Microsoft 365 applicationsKnowledge of investment accounts like RRSPs and TFSAsElevate your career by bringing your account transfer expertise to a collaborative team in Vancouver.

📌 Account Transfers Administrator Vancouver
🏢 Odlum Brown
📍 Vancouver