Process account transfers with precision and explicit communication in a hybrid environment supporting clients, partners, and operational teams. Help clients feel confident about their financial future.

As an Account Transfers Administrator, you will process incoming and outgoing transfer documentation. Your work includes ATON and non-ATON transfers, quality control, regulatory requirements, and service level agreements. You will communicate with clients, partners, and operational teams while resolving pending files.

Key Responsibilities:

- Receive and process incoming and outgoing transfer documentation
- Initiate, follow up on, and complete ATON transfers
- Process non-ATON transfers and rejected transfer files
- Review transfer reports and perform documentation quality control
- Administer department mail, phone line, and mailbox

Requirements:

- One to two years of account transfer experience
- Strong written and verbal communication skills
- Strong organization and attention to detail
- Ability to manage multiple priorities
- Advanced English proficiency for daily communication

Bring account transfer experience, organization, and communication skills to deliver accurate, timely service across operational files.

📌 Account Transfers Administrator (Toronto)
🏢 iA Financial Group (Industrial Alliance)
📍 Toronto