Fundserv Jobs

Associate, Account Transfers
Canaccord Genuity Corp. —Toronto, ON
- $50,000–$55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Trust Banking Officer
SGGG Fund Services —Toronto, ON
- $55,000–$60,000 a year
- Hybrid work
- Microsoft Excel
- Customer service
- Finance
- Dental care
- Vision care
Senior Transfers Administrator, Temporary
Aviso Wealth —Vancouver, BC
- $55,000–$65,000 a year
- Temporary
- Hybrid work
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Dental care
Quick apply
4d
Team 4- Trust Banking - Senior Officer
SGGG Fund Services —Toronto, ON
- $75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor's
- In-person
- Disability insurance
- Dental care
Transfers Associate
Ventum Financial Corp. —Vancouver, BC
- $60,000–$65,000 a year
- Full-time
- Organizational skills
- Communication skills
Quick apply
13h
Team Leader, Investments – Eastern Canada
iA Groupe financier / iA Financial Group —North York, ON
- From $60,000 a year
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Accounting Officer (Bilingual - French & English, Montreal)
Scotiabank —Montréal, QC
- Bilingual
- Customer service
- English
5d
Administrateur ou administratrice de transferts, temporaire
Aviso Wealth —Toronto, ON
- $46,000–$55,000 a year
- Temporary
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
Private Capital Fund Finance - Vice President
iCapital —Toronto, ON
- $110,000–$135,000 a year
- Microsoft Excel
- Finance
- Bachelor's
- Disability insurance
- Dental care
Chef d’équipe, Placements – Est du Canada
iA Groupe financier / iA Financial Group —North York, ON
- From $60,000 a year
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Agent(e) à la comptabilité (bilingue français/anglais - Montreal)
Scotiabank —Montréal, QC
- Bilingual
- English
- Microsoft Office
5d
Senior Business Systems Consultant
IFDS Group —Toronto, ON
- $105,000–$132,000 a year
- Hybrid work
- Bilingual
- Spanish
- Writing skills
- Employee assistance program
4d
Business Analyst
Scotiabank —Toronto, ON
- Microsoft Excel
- Microsoft Access
- Microsoft Office
5d

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Associate, Account Transfers

Canaccord Genuity Corp. -
Toronto, ON

Apply Now

Job details

Full-time
$50,000–$55,000 a year
6 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Organizational skills
Information processing
Communication skills

Full job description

Salary Range: $50,000 – $55,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Account Transfers to join our Transfers Department in Vancouver or in Toronto. This is a full time, permanent role, applicants from both locations will be considered. The role will be reporting to the Supervisor, Client Account Transfers.

Responsibilities:

Receive and respond to day-to-day inquiries/requests from internal and external sources and escalate issues accordingly;
Act as a subject matter expert on all transfer related processes;
Ensure departmental resources are kept current;
Participate in departmental statistical reporting when required;
Receive in and deliver out residual balances;
Set up CDS, DTC and ARROW trades as required;
Post journal entries;
Initiate account transfers (ATON in and out; Non-ATON in and out);
Follow up through phone, fax or email on all incoming outstanding transfers for the sole purpose of bringing in the assets;
Follow up through phone, fax or email on all outgoing outstanding transfers for the sole purpose of sending out the assets;
Perform additional responsibilities and project related tasks as required.

Skills & Qualifications:

1- 3 years administrative and data processing experience, preferably within the brokerage industry;
Excellent verbal and written communication skills;
Customer service orientated with professional telephone manner;
Ability to work under high pressure and meet strict deadlines in a busy and fast-paced environment;
Ability to demonstrate flexibility and deal with simultaneous priorities, pressures and deadlines;
Excellent problem-solving skills;
Excellent prioritization and organizational skills;
Willingness to adapt to changing processes and industry regulations;
Intermediate MS Office skills (Word, Excel and Outlook);
Flexibility to work additional hours, if required;
Familiarity with Dataphile, ARROW, CDS, DTC and FundSERV is an asset;
Ability and willingness to learn new systems applications.

#INDHP, #LI-Onsite and LI-VP1

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Apply Now

Refine Your Search

Associate, Account Transfers

Trust Banking Officer

Senior Transfers Administrator, Temporary

Team 4- Trust Banking - Senior Officer

Transfers Associate

Team Leader, Investments – Eastern Canada

Accounting Officer (Bilingual - French & English, Montreal)

Administrateur ou administratrice de transferts, temporaire

Private Capital Fund Finance - Vice President

Chef d’équipe, Placements – Est du Canada

Agent(e) à la comptabilité (bilingue français/anglais - Montreal)

Senior Business Systems Consultant

Business Analyst

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