Build the Future with Us

Are you driven by operations and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Account Transfers Administrator, you will play a key role in processing account transfers.

Description

Build the Future with Us

Are you driven by operations and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Account Transfers Administrator, you will play a key role in processing account transfers.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an setting that encourages collaboration and innovation.

What You'll Accomplish With Us

- Receive and process incoming and outgoing transfer documentation;
- Perform quality control, initiate, follow up on and complete ATON and non-ATON transfers;
- Maintain departmental service level agreements and adhere to applicable regulatory requirements;
- Communicate clearly, both verbally and in writing, with clients, partners and operational teams;
- Follow up on outstanding transfers, process rejected transfers and ensure timely resolution of pending files;
- Review daily and weekly incoming and outgoing transfer reports;
- Perform quality control of transfer documentation, cheque deposits, control account reconciliations and mutual fund bookings;
- Open and distribute department mail, answer the department phone line and administer the department mailbox.

What Could Accelerate Your Success In This Role





- Is known for strong written and verbal communication skills;
- Stands out for a courteous and dynamic client service approach;
- Demonstrates strong organization and attention to detail;
- Is recognized for the ability to manage multiple priorities in a fast-paced environment;
- Has 1 to 2 years of account transfer experience;
- Has basic knowledge of ISM, ATON and CDS, considered an asset;
- Has Fundcom knowledge, considered an asset;
- Advanced level of English proficiency is required, as the incumbent will be required to communicate daily, both verbally and in writing, with English-speaking unilingual clients and partners.

Why You'll Love Working With Us

- A work environment where learning and development merge with a collective pursuit of excellence;
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
- The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

Competitive Benefits

- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program, wellness days, and personal development days
- Telemedicine services
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- And much more

The typical hiring range for this position is between $47,544 and $68,329 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.

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