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Transfers Administrator - 6 Month Contract

Scotiabank

Toronto

On-site

CAD 50,000 - 70,000

Full time

8 days ago

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Job summary

A leading bank in the Americas is seeking a Transfers Administrator for a 6-month term position in Toronto. The role involves processing transfer requests, maintaining client accounts, and resolving issues with strong attention to detail. Candidates should have post-secondary education, effective communication skills, and preferably experience in the financial services industry. Knowledge of Broadridge applications and securities products is advantageous. Join a purpose-driven team focused on creating an inclusive environment.

Qualifications

  • Experience in the Financial services industry preferred.
  • Knowledge of securities products such as GIC’s, Equities, Mutual Funds and Bonds.
  • Some knowledge of Interbroker Transfer procedures and CIRO regulatory requirements is an asset.

Responsibilities

  • Complete all transfer related activities in an efficient manner.
  • Process, review, and follow up on redemption requests.
  • Build and maintain strong relationships with other firms and internal departments.

Skills

Effective communication skills
Strong attention to detail
Problem-solving skills
Ability to work independently
Multi-tasking
Negotiating skills

Education

Post secondary education

Tools

Microsoft Office
Broadridge applications
Job description
A leading bank in the Americas is seeking a Transfers Administrator for a 6-month term position in Toronto. The role involves processing transfer requests, maintaining client accounts, and resolving issues with strong attention to detail. Candidates should have post-secondary education, effective communication skills, and preferably experience in the financial services industry. Knowledge of Broadridge applications and securities products is advantageous. Join a purpose-driven team focused on creating an inclusive environment.
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