Administrator, Account Transfers

What’s in it for you as an employee of QFG? Health & wellbeing resources and programs Paid vacation, personal, and sick days for work-life balance Competitive compensation and benefits packages Work-life balance Career growth and development opportunities Opportunities to contribute to community causes Work with diverse team members in an inclusive and collaborative environment We’re looking for our next Administrator, Account Transfers. Could It Be You? The Administrator, Account Transfers will be expected to ensure the timely and accurate processing of all Broker to Broker investment account transfers, as requested by Questrade clients.  The Administrator is a critical member of our Back-Office Operations team. This role is responsible for the accurate and timely execution of broker-to-broker investment account transfer requests, ensuring compliance with industry regulations and internal policies. The Administrator will handle the end-to-end processing lifecycle of investment account transfers between Questrade and other Financial institutions, from  initial submission to final asset reconciliation, directly contributing to a seamless experience for our clients. They will collaborate and communicate internally and externally to deliver fast, efficient and accurate details on account transfers, while ensuring regulatory compliance standards are maintained.     Need more details? Keep reading… Review, validate, and process incoming and outgoing client account transfer requests with a high degree of accuracy and attention to detail, and in line with regulatory requirements and Questrades policies. Review and distribute incoming transfers documents and other materials to coordinate the flow of information internally and with other departments and organizations. Input and verify data in core brokerage systems and industry platforms. Identify and resolve common transfer discrepancies, such as insufficient documentation, registration mismatches, or invalid account types. Proactively follow up with internal departments, external brokerage firms, custodians, and transfer agents to monitor transfer status and expedite outstanding items. Maintain organized electronic documentation and audit trails for all processed requests. Prepare, edit and proof-read correspondences and transfer related documents. Attend phone, fax and email inquiries related to account transfers. Develop and maintain strong relationships with internal and external parties. Track transfer statuses and follow-up on initiated transfers. Work collaboratively in a team and keep team leaders and supervisors  informed. Compile and organize reports to support operational transfer activities.  Maintain an automated filing system to add transfer data to internal databases. Assist in creating and maintaining transfers department procedures. Ensure departmental policies and procedures are complied with. Other ad hoc duties as assigned.   So are YOU our next Administrator, Account Transfers? You are if you… College or University graduate or equivalent (preferably in administration and/or finance area). 2+ years of relevant work experience in an administrative, accounting, or operations role, preferably within a regulated industry (e.g., financial services, insurance, healthcare). Basic understanding of financial services compliance standards (e.g., KYC, AML). Experience working in a bank or fintech within an operations or client servicing role is an asset. A strong understanding of the investment industry is an asset.  Excellent analytical and problem-solving skills, with an extraordinary attention to detail. Strong critical thinking and ability to decompose complex concepts into simple and compelling messages. Curious and engaged, who takes ownership of their own learning journey by asking questions and seeking out new information. Strong communication skills and the ability to collaborate effectively. Proven experience with G-Suite or Microsoft Office, especially Excel/Google Sheets. Positive attitude and strong client orientation. Excellent time management and organizational skills. Able to multitask, and prioritize and re-prioritize workload as needed. Ability to work independently in a fast paced environment. Completion of Financial and/or investment certifications is highly valuable. Experience using complex financial software such as Broadridge BPS  is an asset.         Professional Development Recommendations: Canadian Securities Course (CSC)  Code of Practices Handbook Course (CPH)    Sounds like you? Click below to apply! LI-CE1 #LI-Remote