Hybrid Accounts Transfers Specialist

Richardson Wealth Ltd; Toronto; Hybrid; CAD 48,000 - 61,000; Full time

Benefits offered by this job

Performance-based incentive plan

Health & dental benefits

RRSP matching plan

Paid time off

Job summary

Richardson Wealth Ltd. seeks an Account Transfer Clerk responsible for processing incoming and outgoing transfer documents while maintaining high service standards.

You will be accountable for adhering to SLAs and regulatory rules, and for effective communication with branches and financial institutions. The role requires 1–2 years of transfer experience, solid communication skills, and a proactive, team-oriented approach.

Qualifications

• 1–2 years account transfer experience.
• Clear written and oral communication.
• Courteous and dynamic customer approach.
• Works well within a team environment.
• Be rigorous and organized.
• Able to multi-task and shift focus during the day as volumes dictate.
• Overtime may be required; flexible to assist as needed.

Responsibilities

• Receive and process incoming and outgoing transfer documents.
• Maintain SLAs and comply with regulatory rules.
• Communicate with branches, Fidelity Clearing, and other institutions.
• QC, initiate, follow-up and complete transfers.
• Communicate rejected transfers clearly to advisors.
• Review daily/weekly transfer reports with management.
• Coordinate with operational groups to ensure proper transfer actions.
• Open and distribute department mail and answer toll-free line.

Skills

Clear written and oral communication

Bilingual (French and English)

Team player

Multitasking

Tools

Dataphile

ATON

CDS

Job description

Richardson Wealth Ltd. seeks an Account Transfer Clerk responsible for processing incoming and outgoing transfer documents while maintaining high service standards.

You will be accountable for adhering to SLAs and regulatory rules, and for effective communication with branches and financial institutions. The role requires 1–2 years of transfer experience, solid communication skills, and a proactive, team-oriented approach.