Administrator, Account Transfers (Brazil)

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment
  
  
  

We’re looking for our next Administrator, Account Transfers. Could It Be You?

The purpose of the Administrator, Account Transfers is to ensure the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.

The Administrator is responsible for managing Broker to Broker account transfers workflows, in order to move assets between Questrade and other Financial institutions. They will collaborate and communicate internally and externally to deliver fast, efficient and accurate details on account transfers, while ensuring regulatory compliance standards are maintained.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• Process ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrades policies
• Review and distribute incoming transfers documents and other material to coordinate the flow of information internally and with other departments and organizations
• Prepare, edit and proofread correspondences and transfer related documents
• Attend to phone, fax and email inquiries related to account transfers
• Develop and maintain strong relationships with internal and external parties
• Track transfer status and follow-up on initiated transfers
• Work collaboratively in a team and keep team leaders informed
• Compile and organize reports to support operational transfer activities
• Maintain automated filing system to add transfer data to internal databases
• Assist in creating and maintaining transfers department procedures
• Ensure departmental policies and procedures are complied with
• Other ad hoc duties as assigned
  
  
  

So are YOU our next Administrator, Account Transfers? You are if you…

• Are a College or University graduate or equivalent (preferably in administration and/or finance area)
• Have 1+ years of relevant work experience preferred, ideally in the financial services industry
• Have knowledge of G-Suite is preferred, especially Google Sheets
• Have excellent communication skills
• Have a positive attitude and strong client orientation
• Have strong organizational and multitasking capabilities
• Have high level of attention to detail
• Have the ability to work independently in a fast paced environment
• Have curiosity to learn and understand why and how
• Have the ability to collaborate effectively as a team player
  
  
  

Additional Kudos If You…

• Have experience working in operations or account transfers department
• Have experience with ATON and non-ATON account transfers
• Have completed theCanadian Securities Course (CSC) and/or Code of Practices Handbook Course (CPH)
• Have experience using Broadridge BPS (preferred)
  
  
  

Sounds like you? Click below to apply!

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

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