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- Process, review and follow up on redemption requests
- Build and maintain strong relationships with other firms and internal departments to resolve problems/issues in a timely manner
- Assist management with planning and continual process review by bringing forward ideas and implementing communication and other recommended changes
- Review various reports/systems to follow-up on outstanding transfers and aged items and ensure the accounts are documented accordingly
- Resolve problems, issues and situations and identify anomalies and errors, and conduct the appropriate correcting entries and/or activity, fee issues, and claims/cancellations
- Ensure client accounts are thoroughly noted, clearly detailing the timeline and status of the transfers
- Bring forward/escalate problem items as necessary to the Manager
- Accurately record daily statistics of all inquiries received and completed
- Provide coverage as required during absence and or increased volumes
- Experience in the financial services industry is preferred
- Knowledge of Broadridge and other applications
- Proficient in PC applications, specifically Microsoft Office
- Knowledge of securities products such as GIC's, Equities, Mutual Funds and Bonds
- Knowledge of Interbroker Transfer procedures and IIROC regulatory requirements
- Effective communication skills both oral and written
- The ability to work independently and multi-task in a team-oriented environment
- An ability to work well under pressure and effective negotiating skills
- Strong attention to detail with a focus on accuracy
- Excellent problem-solving skills
Senior Transfers Administrator - Toronto, Canada - Scotiabank
Description
The Senior Transfers Administrator is responsible for providing information to internal business lines and processing activities relating to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing, and general inquiries regarding the account transfer process. The Senior Transfers Administrator will also be responsible for cross training, participating and knowledge sharing during team meetings and maintaining best practices and adherence to regulatory requirements.
Is this role right for you? In this role you will:
Complete all transfer related activities in an efficient mannerDo you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:
Post secondary education