About this role
Role Overview
- Process requested transfers in accordance with service-level agreements
- Monitor the transfers mailbox and collect incoming mail
- Initiate new manual or NELTC transfers, including internal transfers
- Verify the status of initiated transfers and follow up as needed
- Provide operational support for transfers to external institutions
- File completed transfer documents and shred all printed materials
- Review and respond to inquiries regarding transfers
- Assist and backfill other members of the transfers team as required
- Take on special projects or other assignments as requested
Requirements
- Post-secondary education and/or equivalent experience
- Minimum 1–2 years of back-office administration experience in a mutual funds/investment firm
- Strong attention to detail and accuracy
- Strong problem-solving skills
- Excellent organizational skills and ability to juggle multiple tasks to meet daily deadlines
- Team player, both within your own department and across the organization
- Strong desire to develop subject-matter expertise over time, to communicate with and understand the functions of other teams within operations, and to take proactive steps toward that goal
- Proficient with Microsoft Office (Outlook, Excel, Word)
- Familiarity and experience with Dataphile, Fundserv, CDS, and DTCC is an asset
- Bilingual written and verbal proficiency in English and French is required to communicate fluently and effectively with partners, clients, and colleagues across Canada
- Ability to work standard Eastern Time business hours**
Benefits
- A competitive compensation program that rewards and recognizes individual contributions
- Comprehensive health, dental, and leading insurance benefits to meet employees' diverse needs
- Generous vacation, health and wellness benefits, and enhanced parental leave options
- Additional employer contributions to our retirement plan
- A commitment to continuous employee development through learning and development programs and a training support program
- Regular social events to promote team building