Account Transfers Administrator

Odlum Brown Limited; Vancouver; Sur place; CAD 50 000 - 55 000; Plein temps

Résumé du poste

Odlum Brown Limited is seeking an Account Transfers Administrator in Vancouver to handle incoming and outgoing transfer requests and coordinate with Investment Advisors and other Client Services teams. You will review documentation, ensure accuracy, and monitor transfers for timely completion.

The role emphasizes strong client service, meticulous documentation, and the ability to work independently within a collaborative environment.

Qualifications

• 1+ years account transfers experience within an investment firm is an asset.
• Familiarity with investment accounts (RRSPs and TFSAs) is an asset.
• Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately.
• Strong organizational skills, with the ability to prioritize important and time-sensitive tasks.
• Self-starter with the capacity to work independently, along with flexibility and willingness to assist others.
• Ability to take initiative and seek out information and solutions independently; ability to exercise sound judgment to resolve challenging scenarios.
• Excellent verbal and written communication skills.
• Experience with Broadridge Dataphile and ATON system is an asset.
• Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset.

Responsabilités

• Process incoming and outgoing account transfer requests.
• Review transfer documentation for completeness and accuracy.
• Verify and ensure transfer documents are in good order with advisor teams.
• Monitor transfers and resolve delays, discrepancies or rejected requests.
• Follow up with advisor teams and external financial institutions.
• Respond to transfer inquiries accurately and in a timely manner.
• Ensure procedures are followed and service level agreements are met.
• Cross-train in other departmental functions as needed.

Connaissances

Analysis

Coordination

Customer Service

Policy & Procedures

Project Management

Regulatory Knowledge

Systems Proficiency

Outils

Broadridge Dataphile

ATON system

Microsoft 365

Copilot

Description du poste

THE OPPORTUNITY

We have an opportunity for an Account Transfers Administrator to join our award-winning firm in the Vancouver office.

WHAT YOU'LL DO

Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing transfer requests and liaising with Investment Advisors, Assistants and other departments within our Client Services operations.

RESPONSIBILITIES

• Process incoming and outgoing account transfer requests
• Review transfer documentation for completeness and accuracy
• Verify and ensure transfer documents are in good order with advisor teams
• Monitor transfers and resolve delays, discrepancies or rejected requests
• Follow up with advisor teams and external financial institutions
• Respond to transfer inquiries accurately and in a timely manner
• Ensure procedures are followed and service level agreements are met
• Cross-train in other departmental functions as needed

COMPETENCIES

• Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or support decision making, critically evaluate information, separating relevant details from noise, provide input into decisions by interpreting information in context
• Coordination – Able to independently prioritize, organize, and manage routine tasks, resources, or activities to meet goals, ensure timely communication and alignment among stakeholders to maintain progress, adapt plans and schedules to address common changes or constraints effectively
• Customer Service – Able to independently determine customer needs and provide solutions for common inquiries or requests, apply internal policies and regulations effectively to fulfill transactions and resolve routine issues, prioritize and escal customer requests appropriately to ensure timely resolution
• Operational Policy and Procedures – Able to apply standard policies and procedures independently, identify and address minor inefficiencies in processes, ensure compliance with established guidelines in daily work
• Project Management – Able to assist with basic project tasks under guidance, track project milestones and update stakeholders on progress, demonstrate awareness of key project management principles
• Regulatory Knowledge – Able to independently ensure compliance with standard laws and regulations in daily work, provide guidance to others on basic compliance issues, stay informed about updates to relevant regulatory requirements
• Systems and Application Proficiency – Able to independently navigate and use systems and applications to improve productivity, troubleshoot and resolve minor issues with systems and applications, train others in standard system and application use and functionality

KNOWLEDGE AND EXPERIENCE

• 1+ years account transfers experience within an investment firm is an asset
• Familiarity with investment accounts (RRSPs and TFSAs) is an asset
• Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
• Strong organizational skills, with the ability to prioritize important and time-sensitive tasks
• Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
• Ability to take initiative and seek out information and solutions independentlyAbility to exercise sound judgment to resolve challenging scenarios
• Excellent verbal and written communication skills
• Experience with Broadridge Dataphile and ATON system is an asset
• Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset

WHAT WE OFFER

A culture of openness, collaboration, and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and value each person’s contribution.

We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The salary for this role is $50,000 – $55,000/year, plus the potential for bonuses.

Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at [e-mail].

We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.