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Health \& wellbeing resources and programs
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Paid vacation, personal, and sick days for work-life balance
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Competitive compensation and benefits packages
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Work-life balance in a hybrid environment with at least 3 days in office
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Career growth and development opportunities
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Opportunities to contribute to community causes
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Work with diverse team members in an inclusive and collaborative environment
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Processing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and Questrade's policies
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Reviewing and distributing incoming transfers documents and other material to coordinate the flow of information internally and with other departments and organizations
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Preparing, editing and proofreading correspondences and transferring related documents
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Attending to phone, fax and email inquiries related to account transfers
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Developing and maintaining strong relationships with internal and external parties
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Tracking transfer status and following up on initiated transfers
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Working collaboratively in a team and keeping team leaders informed
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Compiling and organizing reports to support operational transfer activities
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Maintaining automated filing system to add transfer data to internal databases
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Assisting in creating and maintaining transfers department procedures
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Ensuring departmental policies and procedures are complied with
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Performing other duties as required and/or assigned.
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Are a College or University graduate or equivalent, preferably in administration and/or finance
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Have 1 years of relevant work experience, ideally in the financial services industry
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Have knowledge using G-Suite, especially Google Sheets
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Have excellent communication and collaborative skills
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Have a positive attitude and strong client orientation
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Have strong organizational and multitasking capabilities
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Are able to work independently in a fast-paced environment
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Have a high level of attention to detail, curiosity to learn and understand the why and how
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Experience working in operations or account transfers department
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Experience with ATON and non-ATON account transfers
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Experience using Broadridge BPS
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Completed CSC, CPH, or other related courses
