Account Transfers Administrator (Ontario)

Account Transfers Administrator (Ontario)

06 Nov
|
iA Financial Group (Industrial Alliance)
|
Ontario

06 Nov

iA Financial Group (Industrial Alliance)

Ontario

Process account transfers with precision and clear 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
Robust 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.

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

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