Transfers Administrator - Term Position 6 Months

Scotiabank; Toronto; On-site; CAD 50,000 - 70,000; Full time

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

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Title: Transfers Administrator - Term Position 6 Months

Requisition ID: 243808

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Transfers Administrator is responsible for providing courteous, accurate and timely information to internal business lines relating to processing of external transfer requests. This includes addressing inquiries on initiations, processing, timing, and general inquiries regarding the account transfer process. The Transfers Administrator will also be responsible for cross training and participating in team meetings and huddles to gain and share knowledge and maintain best practices and adherence to regulatory requirements.

This is a 6 month term position.

Is this role right for you? In this role you will:

• 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 to resolve problems/issues in a timely manner
• Assist management with planning and continual process review by bringing forward ideas and implementing communication and other recommended changes
• Review various reports/systems to follow-up on outstanding transfers and aged items, ensuring accounts are noted accordingly
• Resolve problems, issues and situations at a senior level as required, identify anomalies and errors, and conduct the appropriate correcting entries and/or activity, fee issues, and claims/cancellations
• Ensure client accounts are thoroughly noted, clearly detailing the timeline and status of the transfers
• Accurately record daily statistics of all inquiries received and completed
• Provide coverage as required during absence and or increased volumes

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Post secondary education
• Experience in the Financial services industry preferred
• Knowledge of Broadridge applications and other wealth management applications
• Experience working with Microsoft Office
• 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
• Effective communication skills both oral and written
• The ability to work independently and multi-task in a team-oriented environment
• An ability to work well under pressure and effective negotiating skills
• Strong attention to detail with a focus on accuracy
• Excellent problem-solving skills

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.