Account Transfer Administrator
Core
Process incoming and outgoing account transfer documentation, perform quality control, and ensure timely resolution of pending files for clients and partners.
Role type
Account Transfer Administrator
Builds
Account transfer operations (ATON and non-ATON) for financial services clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account transfer processing, quality control, regulatory compliance, report review, reconciliation, mail and phone administration
Preferred skills
ISM, ATON, CDS knowledge, Fundcom knowledge
Technologies
ISM, ATON, CDS, Fundcom
Responsibilities
Receive and process transfer documentation; Perform quality control on transfers, cheque deposits, and account reconciliations; Follow up on outstanding and rejected transfers; Review daily and weekly transfer reports; Administer department mail and phone line
Seniority
Junior to Mid-level, hands-on IC
