Transfer Administration Representative

Description:

Worldsource Wealth Management is looking for a Transfer Administration Representative to join its Transfers team in a contract role until October 2026. The selected candidate will be responsible for the seamless processing of account transfers, ensuring accuracy and efficiency in a fast-paced environment.

Key Responsibilities:

1. Account Transfer Processing

• Initiate, track, and complete account transfers based on Service Level Agreements (SLA).

• Process manual and ATON transfers (in and out).

• Provide administrative support via Dataphile order entry.

• Follow up on delays in processing and keep Advisors informed.

2. Reporting & Compliance

• Conduct daily reviews of reports and systems to track transfers.

• Ensure the timely imaging of documents for record-keeping.

• Maintain and update the Dealer Authorization Signatory list.

• Manage the distribution of email and fax requests to various Operational teams.

3. Process Improvements & Special Projects

• Maintain and regularly update the procedures manual.

• Identify opportunities for process improvements.

• Participate in special projects and other assigned tasks.

Qualifications & Skills:

• 1–2 years of experience in a similar role within the investment industry (preferred).

• Strong customer focus with a professional and detail-oriented approach.

• Proficiency in Microsoft Office (Outlook, Excel, Word).

• Knowledge of Registered Products, ATON, CDS, Dataphile, and FundServ is a plus.

• Understanding of Transfers, Mutual Funds, and GICs.

• Strong written and verbal communication skills.

• Bilingual (English and French) skills are required.

• Ability to work independently while collaborating with a team.

Compensation & Benefits:

• Salary is commensurate with experience.