Administrator, Account Services Operations

Questrade Financial Group; Toronto; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking firm as an Administrator in Account Services Operations, where you'll play a vital role in ensuring seamless client account management. This position offers the chance to work in a dynamic, hybrid environment that fosters creativity and collaboration. You'll be responsible for reviewing account documents, processing client requests, and supporting various teams to enhance client experiences. With a focus on continuous growth and a commitment to inclusivity, this opportunity allows you to contribute to innovative financial solutions while developing your career in a supportive atmosphere. If you're ready to take the next step in your professional journey, this could be the perfect fit for you.

Benefits

Health & wellbeing resources

Paid vacation, personal, and sick days

Competitive compensation and benefits

Career growth opportunities

Community contribution opportunities

Qualifications

• 1+ years of relevant work experience in the financial services industry preferred.
• Knowledge of G-Suite, especially Google Sheets, is preferred.

Responsibilities

• Ensure client accounts are accurately processed through the account opening life cycle.
• Review account documents for completion and accuracy following policies.

Skills

Organizational Skills

Client Orientation

Attention to Detail

Multitasking

Curiosity to Learn

Education

College or University Graduate

Completion of CSC, CPH and related courses

Tools

G-Suite

Broadridge BPS

Job description

Administrator, Account Services Operations

Wednesday, February 5, 2025

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

1. Health & wellbeing resources and programs
2. Paid vacation, personal, and sick days for work-life balance
3. Competitive compensation and benefits packages
4. Work-life balance in a hybrid environment with at least 3 days in office
5. Career growth and development opportunities
6. Opportunities to contribute to community causes
7. Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Administrator, Account Services Operations. Could It Be You?

The Account Services Operations Administrator will primarily be responsible for ensuring client accounts are correctly funneling through the different stages of the account opening life cycle, ensuring proper management of various incoming documentation and deposit information, while updating and maintaining accurate source systems data.

In this role, responsibilities include but are not limited to:

1. Review account documents for completion and accuracy while following regulatory and Questrade policies and procedures.
2. Process client requests from a range of task queues.
3. Dividend reinvestment plan (DRIP) setups and updates
4. Distribution of incoming faxes to the appropriate departments
5. Validate and approve beneficiary designation requests
6. Authorized trader maintenance.
7. Communicate with other departments to ensure timely and efficient operations.
8. Provide support for a variety of Questrade teams to support our clients requests.
9. Other ad hoc duties as assigned

So are YOU our next Administrator, Account Services Operations? You are if you…

1. College or University graduate or equivalent is preferred (preferably in administration and/or finance area)
2. 1+ years of relevant work experience preferred, ideally in the financial services industry
3. Experience working in operations or account services department is an asset
4. Knowledge of G-Suite preferred, especially Google Sheets
5. Positive attitude and strong client orientation
6. Strong organizational and multitasking capabilities
7. High level of attention to detail
8. Ability to work independently in a fast paced environment
9. Completion of the CSC, CPH and related courses is an asset
10. Experience using Broadridge BPS is an asset and preferred
11. Curiosity to learn and understand why and how
12. Ability to collaborate effectively as a team player

Sounds like you? Click below to apply!

#LI-Hybrid

At Questrade Financial Group of Companies, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.