Client Onboarding & Transfers Specialist

AGF Capital Partners; Vancouver; On-site; CAD 50,000 - 60,000; Full time

Job summary

AGF Capital Partners in Vancouver seeks a New Accounts & Transfers Administrator to provide exceptional onboarding for new clients and to process accounts and transfers from start to finish.

You will work with two administrators to ensure smooth onboarding, monitor transfers with custodians, and manage DocuSign envelopes, while maintaining accurate data across custodial platforms and Harmony.

Qualifications

• Experience in client-facing administrative roles within financial services (investment firms, trusts, banks).
• Familiarity with onboarding clients, transfers, and documentation processes.
• Knowledge of DocuSign and data reconciliation with custodians is a plus.

Responsibilities

• Communicate with new and existing clients and assist with new account opening documents.
• Monitor and follow up on transfer requests with custodians.
• Create and manage DocuSign envelopes for new accounts and transfers.
• Update contact management system and reconcile data with custodial platforms.
• Assist with opening complex Estate and Trust accounts when needed.

Skills

Organized

Detail-oriented

Problem solving

Team player

Deadline-driven

Learning on the fly

Education

Canadian Securities Certification

Tools

MS Word

MS Excel

Outlook

DocuSign

Job description

AGF Capital Partners in Vancouver seeks a New Accounts & Transfers Administrator to provide exceptional onboarding for new clients and to process accounts and transfers from start to finish.

You will work with two administrators to ensure smooth onboarding, monitor transfers with custodians, and manage DocuSign envelopes, while maintaining accurate data across custodial platforms and Harmony.