Transfers Administrator (Toronto)

Transfers Administrator – Transfers team

Role Overview

Responsible for daily processing of transfers, reviews and approvals, handling escalated items, and supporting transfers to external institutions.

Key Responsibilities

• Process transfer in requests according to service level agreements.
• Monitor transfers mailbox and collect incoming mail.
• Initiate recent manual or ATON transfers in and transfers out.
• Track status and follow up on initiated transfers.
• Provide operational support for transfers to external institutions.
• File completed transfer documents and shred all printed documents.
• Review and respond to transfer in inquiries.
• Assist/cover others in the Transfers Department as needed.
• Handle special projects or other assignments as requested.

Qualifications & Skills

• Minimum 1 year experience in back office administration in a financial securi...

Ready to Apply?

Submit your application today and join our talented team at Aviso Wealth.