Client Onboarding & Transfers Specialist (British Columbia)

Client Onboarding & Transfers Specialist (British Columbia)

03 Nov
|
AGF Capital Partners
|
British Columbia

03 Nov

AGF Capital Partners

British Columbia

AGF Capital Partners in Vancouver seeks a New Accounts & Transfers Administrator to provide exceptional onboarding for current clients and to process accounts and transfers from start to finish.
You will work with two administrators to ensure smooth onboarding, monitor transfers with custodians, and manage DocuSign envelopes, while maintaining accurate data across custodial platforms and Harmony.

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📌 Client Onboarding & Transfers Specialist (British Columbia)
🏢 AGF Capital Partners
📍 British Columbia

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