Transfer Administrator

Aviso Wealth

. Process requested transfers in accordance with service-level agreements .

Posted 9/18/2026full-timeMontreal • CanadaJunior💰 CA$46,000 - CA$55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong operational support capabilities in processing transfers, with a focus on accuracy and attention to detail. Proficient in managing multiple tasks and inquiries while fostering collaboration within the Transfers team.

Highest-signal resume keywords

Back-Office Administration ExperienceAttention To DetailProblem-Solving SkillsMicrosoft Office ProficiencyFluency In English And French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transfer ProcessingDocumentation FilingOperational SupportInquiry ResponseManual Transfer Initiation

Soft Skills

Strong Team PlayerExcellent Organizational Skills

Tools & Technologies

DataphileFundservCDSDTCC

Industry Keywords

Mutual FundInvestment FirmService-Level Agreements

About the role

Key responsibilities & impact

Process requested transfers in accordance with service-level agreements
Monitor the transfers mailbox and collect incoming mail
Initiate new manual or NELTC transfers, including internal transfers
Verify the status of initiated transfers and follow up as needed
Provide operational support for transfers to external institutions
File documentation for completed transfers and shred printed documents
Review and respond to transfer-related inquiries
Assist and provide coverage for other members of the Transfers team as needed
Take responsibility for special projects or other assignments as required

Requirements

What you’ll need

Postsecondary education and/or equivalent experience
A minimum of one to two years of back-office administration experience in a mutual fund or investment firm
Strong attention to detail and accuracy
Strong problem-solving skills
Excellent organizational skills and the ability to manage multiple tasks while meeting daily deadlines
Strong team player
Strong desire to become a subject-matter expert and understand the functions of other Operations departments
Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Knowledge of and experience with Dataphile, Fundserv, CDS, and DTCC are considered assets
Fluency in written and spoken English and French is required
Ability to work during standard Eastern Time business hours

Benefits

Comp & perks

A competitive compensation program that recognizes and rewards everyone’s contributions
Comprehensive health and dental benefits, along with leading insurance coverage
Generous vacation allowance
Health and fitness benefits
Supplemental parental leave options
Employer-matched retirement plan contributions
Learning and development opportunities
Education assistance program
Regularly organized social events to foster teamwork