Transfer Administrator

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to demonstrating leadership, innovation and responsibility, and to focusing on partnership and community. By working with talented and energetic professionals who embody our values on a daily basis, you will quickly find that it is our employees and our "uneaviso..." culture that make us unique. We are looking for a Transfer Administrator to join our team! Here are some of the things you'll do: * Process transfer requests for various registered and non-registered accounts, ensuring accuracy and compliance with internal and external policies and regulations. * Verify and validate the completeness and accuracy of client information and documentation. * Communicate with internal and external stakeholders, including clients, financial advisors and other institutions. * Address inquiries and resolve issues related to transfers. * Maintain and update records and databases related to transfers. * Participate in projects to improve transfer processes and systems. * Comply with regulatory and compliance requirements. * Perform other related duties as required. Here's what you'll bring to the team: * Experience in the financial services industry, ideally in a transfer or operations role. * Knowledge of registered and non-registered investment products. * Understanding of transfer processes and related regulatory requirements. * Excellent attention to detail and ability to work accurately. * Strong communication and interpersonal skills. * Ability to work independently and as part of a team. * Strong organizational and time management skills. * Ability to prioritize and manage multiple tasks effectively. * Knowledge of the Wealth Management Industry. * College degree or relevant experience. What We Offer: * Competitive compensation. * Comprehensive benefits package (medical, dental, vision). * Opportunities for professional development and advancement. * A collaborative and supportive work environment. * The opportunity to make a difference in the lives of Canadians. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.