Overview
Administrative Associate Jobs in Markham, Ontario, Canada at Worldsource Wealth Management
* Contract until October 2026*
Title: Transfer Administration Representative
JOB STATEMENT
Reporting to the Manager of the Transfers team and working in a fast-paced environment. The Administrative Representative will be responsible for the seamless processing of transfers on a daily basis. This highly motivated and energetic candidate, must have a keen eye for detail and a penchant for accuracy. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner.
RESPONSIBILITIES:
Ensuring account transfers are initiated, tracked and completed based on defined Service Level Agreements SLA
Initiating new manual or ATON transfers in and transfers out
Providing administrative support through Dataphile order entry
Providing coverage as required during absence and during peak seasons
Following up on “Delay In Processing” & keeping Advisors informed of the status of their transfers
Ensuring timely completion of the imaging of documents
Daily review of various reports/systems when following up on transfers
Adhering to and, oversee shared email inboxes in a timely manner
Maintaining the procedures manual and continually reviewing the processes to find opportunities for ongoing improvements
Managing the distribution of email and fax requests to various WFM/WSI Operational teams
Document verification
Sending DCA requests to various Fund Companies
Maintaining the Dealer Authorization Signatory list
Handling special projects or other assignments as assigned
QUALIFICATIONS:
1 – 2 years similar experience within the investment industry (Preferred)
Strong customer focus, service orientation, professional acumen and strong attention to detail
Knowledge of customer relationship management tool
Strong knowledge of Microsoft Office (Outlook, Excel & Word)
Excellent written/verbal communication, organizational & listening skills
Knowledge of Registered Products, ATON, CDS, Dataphile and Fund Serv, an asset
Knowledge of Transfers, Mutual Funds, GIC’s etc.
Dedicated team player with the ability to take the initiative and be independent
Bilingual verbal and written communication skills (English and French) are required
COMPENSATION:
Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to
World source is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, World source will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.
We thank all applicants for their interest but only those selected for an interview will be contacted.
Title: Administrative Associate
Company: Worldsource Wealth Management
Location: Markham, Ontario, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator)
