Position OverviewThe 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 institutionsQC, initiate, follow-up and complete transfers, Non Aton transfer insClear, detailed communication on any rejected transfers back to advisorsReviewing daily and weekly transfer in and out reports provided by ManagementEnsuring any outstanding transfers are shared with management to make sure they are resolved in a satisfactory timeframeCommunication with various Operational groups (Recurring Events, Fees Billing, etc.) to ensure transfer outs are actioned properly and efficientlyOpen and distribute Department mailAnswering the department toll free phone lineAdminister Department email boxQualifications:Basic knowledge of Dataphile, ATON,



CDS (Optional)1-2 years Account Transfer experienceClear written and oral communicationCourteous and energetic customer approachWorks well within a team environmentBe rigorous and organizedAble to multi-task and change focus during the day, depending on volumesProvide ideas and suggestions on how to improve the service offering to the teamFundcom knowledge an assetBilingualism (French and English) is an assetOvertime may be required. Flexibility to assist with overtime as neededThe 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 benefits, a group RRSP matching plan and paid time off.#LI-Hybrid

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