Transfer Admin

Our client, a major Bank in Canada, is currently hiring for a Wealth Transfers Administrator to join their team in Toronto, ON!

Nature of the Role and Contribution

The successful candidate reports to the Manager, Account Transition Services. The candidate will be responsible for reviewing, analyzing and making decisions on complex account opening documentation and supplementary forms, including, but not limited to QI/FATCA documentation, Formal/Informal Trust Documentation, RESPs, etc. Review, in meticulous detail, is required for all submissions to ensure all accounts are approved or declined within a set service level agreement (SLA). The candidate will be responsible for managing the Account Review process for all Portfolio Managers custodied at the bank including Elite Clients.

The candidate must be able to use sound judgement when reviewing documentation that requires complexities to prioritized and considered in conjunction with regulatory and business requirements. Identifying submission trends is key to proactively correct submission errors and enhance the user experience. Additionally, the candidate must have the ability to clearly and confidently articulate complex scenarios via email, over the phone and during regular touchpoints with Elite Clients.

A successful candidate must understand how they complete their work, i.e., attitude, behavior, disposition, and teamwork are just as important as daily production.

Responsibilities

Meticulous attention to detail when reviewing account documentation and supplementary forms

Manage Mailbox communication and investigate queries in a timely manner to meet SLA

Screening Corporate and Individual profiles

Communication with internal partners and Networks must include access to self-serve links to drive digital adoption and learning behaviors.

Communicate deficiencies, rejects and next steps with Networks indicating deficiencies with clarity and precision

Collaborate with various partners to share best practices

Build relationships with operational support teams to understand how the functions impacts the business

Be a source of knowledge to Networks and internal partners for all matters impacting account review

Support Account Transition Services coordinators with subject matter expertise

Review accounts that are subject to restriction and communicate/coordinate next steps

Enhance the client experience by creating efficiencies to exceed expectations, seek process improvements

Generate scheduled and ad-hoc reporting for internal and external requirements

Master the Digital Account Opening experience offered by the organization

Draft and/or update existing user guides as required

Overtime required during high volume periods

Additional Skills & Qualifications:

• Experience with strong service acumen
• 2-3 years of experience within financial services, back office, or Exposure/ understanding of wealth products
• Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint)
  
  
  

NICE TO HAVE:

• Knowledge of IBM-OSS & AS400 CDS/ARROW and FUNDSERV would be an asset
• Self starter requiring limited supervision that acts as a resource to colleagues within the organization.
• Be adaptable in a fast-paced, deadline-driven multi-faceted environment.
• Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint).
• Experience with VBA Scripts and Macros is preferred.
• Completion of the Canadian Securities Course (CSC) Certification
• Options Licensing Course (OLC) or Options Supervisors Course (OPSC)Options Licensing Course (OLC) or Options Supervisors Course (OPSC)
  
  
  

Pay And Benefits

The pay range for this position is $25.00 - $27.00/hr.

Workplace Type

This is a hybrid position in TORONTO, ON.

Pay And Benefits

The pay range for this position is $24.00 - $25.00/hr.

Workplace Type

This is a hybrid position in TORONTO,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.

About TEKsystems And TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.