Account Transfer Administrator

iA Financial Group; Toronto; Hybrid; CAD 48,000 - 68,000; Full time

Benefits offered by this job

Competitive benefits package

Retirement savings plan

Employee share purchase plan

Vacation and development days

Telemedicine services

EFAP

Job summary

iA Private Wealth Inc. is seeking an Account Transfers Administrator to process incoming and outgoing transfer documentation and perform quality control on ATON and non-ATON transfers.

You will ensure regulatory compliance and maintain service levels while communicating with clients and internal teams. The role requires 1–2 years of transfer experience, advanced English, and familiarity with ISM, ATON, CDS, and Fundcom is a plus.

Qualifications

• Excellent written and verbal communication skills.
• Courteous and dynamic client service approach.
• Strong organization and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• 1–2 years of account transfer experience.
• Basic knowledge of ISM, ATON and CDS is a plus.
• Fundcom knowledge is a plus.
• Advanced English proficiency required.

Responsibilities

• 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 levels and regulatory compliance.
• Communicate clearly with clients, partners and operations teams.
• Follow up on outstanding transfers and resolve pending files.
• Review daily and weekly transfer reports.
• Quality control of transfer docs, cheque deposits, reconciliations and mutual fund bookings.
• Open and distribute department mail and answer the department phone and mailbox.

Skills

Written communication

Verbal communication

Attention to detail

Multi-tasking

Client service

English proficiency

Tools

ISM

ATON

CDS

Fundcom

Job description

Job 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 environment that encourages collaboration and innovation.

What You’ll Accomplish with Us

As an Account Transfers Administrator, you’ll be at the core of our mission. Here are the main responsibilities:

• 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

We’re looking for someone who:

• 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.

Location(s)

Toronto / 26 Wellington Street East

Other Possible Location(s)

Montreal / 1981 McGill College Avenue

Company

iA Private Wealth Inc.

Posting End Date

2026-10-01

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.