Account Transfer Administrator

iA Financial Group (Industrial Alliance); Toronto; Hybrid; CAD 48,000 - 68,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and个人

Telemedicine services

EFAP

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group is seeking an Account Transfers Administrator in Toronto to process incoming and outgoing transfer documentation and ensure accuracy. The role requires strong communication, attention to detail, and the ability to manage multiple transfers in a fast-paced environment.

The position offers a hybrid work setup, a collaborative culture focused on development, and a comprehensive benefits package including insurance, retirement, and wellness programs.

Qualifications

• Has 1–2 years of account transfer experience.
• Basic knowledge of ISM, ATON and CDS is an asset.
• Fundcom knowledge is an asset.
• Advanced level of English proficiency is required for daily communications with English-speaking clients.

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 comply with regulatory requirements.
• Communicate clearly with clients, partners and operational teams.
• Follow up on outstanding transfers and resolve pending files.
• Review daily and weekly transfer reports; ensure accuracy.
• Quality control of transfer docs, cheque deposits, and reconciliations.
• Open and distribute department mail and manage the department mailbox.

Skills

Strong written and verbal comms

Courteous client service

Excellent organization

Multitasking / prioritization

Advanced English

Tools

ISM

ATON

CDS

Fundcom

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.

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

• 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.