Account Transfer Administrator

iA Financial Group (Industrial Alliance)

. Receive and process incoming and outgoing transfer documentation .

Posted 9/17/2026full-timeToronto • CanadaJunior💰 CA$47,544 - CA$68,329 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in account transfer processes, including quality control and adherence to regulatory requirements, while providing exceptional client service and maintaining organizational efficiency in a fast-paced environment.

Highest-signal resume keywords

Account Transfer ExperienceQuality ControlClient CommunicationAttention to DetailRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account TransferQuality ControlCheque DepositsControl Account ReconciliationMutual Fund Bookings

Soft Skills

Written CommunicationVerbal CommunicationClient ServiceOrganizationAttention to Detail

Tools & Technologies

ISMATONCDSFundcom

Industry Keywords

Transfer DocumentationService Level AgreementsOperational TeamsIncoming and Outgoing TransfersDepartment Mail Management

About the role

Key responsibilities & impact

Receive and process incoming and outgoing transfer documentation
Perform quality control, initiate, follow up on and complete ATON and non-ATON transfers
Maintain departmental service level agreements and adhere to applicable regulatory requirements
Communicate with clients, partners and operational teams
Follow up on outstanding transfers, process rejected transfers and resolve pending files
Review daily and weekly incoming and outgoing transfer reports
Perform quality control of transfer documentation, cheque deposits, control account reconciliations and mutual fund bookings
Open and distribute department mail, answer the department phone line and administer the department mailbox

Requirements

What you’ll need

Strong written and verbal communication skills
Courteous and dynamic client service approach
Strong organization and attention to detail
Ability to manage multiple priorities in a fast-paced environment
1 to 2 years of account transfer experience
Basic knowledge of ISM, ATON and CDS, considered an asset
Fundcom knowledge, considered an asset
Advanced level of English proficiency is required
Ability to communicate daily, verbally and in writing, with English-speaking unilingual clients and partners

Benefits

Comp & perks

A work environment where learning and development merge with a collective pursuit of excellence
AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
Flexible group insurance plans
Competitive retirement savings plan
Employee share purchase plan
Vacation program, wellness days, and personal development days
Telemedicine services
Employee and Family Assistance Program (EFAP)
Ergonomic furniture program
Performance bonus
Discounts on iA products