Hybrid Transfer Operations Specialist

iA Financial Group; Toronto; Híbrido; CAD 48.000 - 68.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program

Telemedicine services

EFAP

Ergonomic furniture program

Performance bonus

Discounts on iA products

Descripción de la vacante

iA Private Wealth Inc. in Toronto is seeking an Account Transfers Administrator to process incoming and outgoing transfer documentation, perform quality control, and ensure regulatory adherence. You will interact with clients, partners and internal teams to move transfers smoothly.

The role requires 1–2 years of transfer experience, strong English communication, and familiarity with ISM/ATON/CDS; Fundcom knowledge is a plus. A hybrid work environment and competitive benefits are offered.

Formación

• 1–2 years of account transfer experience.
• Advanced level of English proficiency required.
• Knowledge of ISM/ATON/CDS is an asset.
• Fundcom knowledge is an asset.
• Strong written and verbal communication skills.

Responsabilidades

• Receive and process incoming and outgoing transfer documentation.
• Perform quality control, initiate, follow up on, and complete ATON and non-ATON transfers.
• Maintain departmental SLAs and adhere to regulatory requirements.
• Communicate with clients, partners and internal teams clearly, verbally and in writing.
• Follow up on outstanding transfers and resolve pending files.

Conocimientos

Written and verbal communication

Client service

Organization

Multitasking

English proficiency

Herramientas

ISM

ATON

CDS

Fundcom

Descripción del empleo

iA Private Wealth Inc. in Toronto is seeking an Account Transfers Administrator to process incoming and outgoing transfer documentation, perform quality control, and ensure regulatory adherence. You will interact with clients, partners and internal teams to move transfers smoothly.

The role requires 1–2 years of transfer experience, strong English communication, and familiarity with ISM/ATON/CDS; Fundcom knowledge is a plus. A hybrid work environment and competitive benefits are offered.