Représentant des opérations bilingue (Transferts NELTC) / Operations Representative Bilingual (ATON Transfers)
Core
Bilingual operations representative handling new account setup and asset transfers (incoming/outgoing) for Canadian brokerage firms and US branches, ensuring regulatory compliance and data accuracy.
Role type
Operations Representative (New Accounts & Transfers)
Builds
Investor accounts and asset transfer records for brokerage clients
Domain
Financial Services / Securities Clearing
Required skills
Bilingual communication (English/French), Microsoft Excel, knowledge of registered/unregistered account types, regulatory compliance, data entry, quality control
Preferred skills
Brokerage industry experience, CCVM course completion
Technologies
Dataphile, NELTC, Microsoft Excel
Responsibilities
Configure new accounts in Dataphile, perform quality checks on generated account data, review and execute asset transfers (incoming/outgoing), follow up with institutions on transfer status, assist clients with forms and data gaps
Seniority
Entry to Mid-level (1-2 years experience)
