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Administrator, Account Transfers (Brazil)

Questrade Financial Group
Brazil, IN Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 5/4/2025
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! #LI-BB1 #LI-Remote

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Job openings at Questrade Financial Group

Questrade Financial Group
Hired Organization Address Brazil, IN Full Time
What’s in it for you as an employee of QFG? Health & wellbeing resources and programs Paid vacation, personal, and sick ...
Questrade Financial Group
Hired Organization Address Brazil, IN Full Time
What’s in it for you as an employee of QFG? Health & wellbeing resources and programs Paid vacation, personal, and sick ...
Questrade Financial Group
Hired Organization Address Brazil, IN Full Time
What’s in it for you as an employee of QFG? Health & wellbeing resources and programs Paid vacation, personal, and sick ...
Questrade Financial Group
Hired Organization Address Brazil, IN Full Time
What’s in it for you as an employee of QFG? Health & wellbeing resources and programs Paid vacation, personal, and sick ...

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